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 | Claims processing; Recordkeeping and ... | $1,169 |
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 | $13,296 | $57,976-77.1% | $62,995-78.9% | $62,292-78.7% |
| Participation rate | 96.7% | 75.9%+20.8pp | 74.8%+21.9pp | 69.5%+27.2pp |
| Annual return | 38.51% | 17.54%+21.0pp | 87.57%-49.1pp | 28.90%+9.6pp |
| Employer contribution / active EE | $732 | $2,415-69.7% | $2,759-73.5% | $2,042-64.2% |
| Participant deferral / active EE | $1,811 | $2,956-38.7% | $3,329-45.6% | $3,169-42.8% |
| Admin fee / account holder | $6 | $276-97.7% | $3,600-99.8% | $479-98.7% |