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... | $1,411 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,027 | $77,813-67.8% | $123,544-79.7% | $64,186-61.0% |
| Participation rate | 83.7% | 74.7%+9.0pp | 82.3%+1.4pp | 69.6%+14.2pp |
| Annual return | -17.69% | 12.48%-30.2pp | 119.20%-136.9pp | 7.63%-25.3pp |
| Employer contribution / active EE | $3,035 | $3,014+0.7% | $4,628-34.4% | $2,381+27.5% |
| Participant deferral / active EE | $6,233 | $5,240+19.0% | $6,426-3.0% | $3,470+79.7% |
| Admin fee / account holder | $11 | $5,519-99.8% | $9,284-99.9% | $4,888-99.8% |