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 | Recordkeeping and information managem... | $1,047 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,526 | $52,467-81.8% | $57,179-83.3% | $55,167-82.7% |
| Participation rate | 97.2% | 75.8%+21.3pp | 75.3%+21.8pp | 69.0%+28.2pp |
| Annual return | 10.21% | 7.72%+2.5pp | 14.59%-4.4pp | 169.23%-159.0pp |
| Employer contribution / active EE | $681 | $2,477-72.5% | $2,682-74.6% | $1,963-65.3% |
| Participant deferral / active EE | $1,772 | $2,830-37.4% | $3,096-42.8% | $3,054-42.0% |
| Admin fee / account holder | $6 | $269-97.6% | $3,139-99.8% | $504-98.7% |