See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,786 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,878 | $47,977-44.0% | $154,107-82.6% | $56,287-52.2% |
| Participation rate | 93.5% | 66.2%+27.3pp | 83.0%+10.5pp | 69.9%+23.6pp |
| Annual return | -2.86% | 3.54%-6.4pp | 735.12%-738.0pp | -9.96%+7.1pp |
| Employer contribution / active EE | $2,200 | $2,169+1.4% | $5,298-58.5% | $2,111+4.2% |
| Participant deferral / active EE | $2,977 | $2,392+24.5% | $5,081-41.4% | $3,350-11.1% |
| Admin fee / account holder | $5 | $438-98.8% | $13,411-100.0% | $521-99.0% |