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... | $3,284 |
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 | $17,753 | $38,365-53.7% | $84,611-79.0% | $65,185-72.8% |
| Participation rate | 95.3% | 55.7%+39.7pp | 68.2%+27.1pp | 70.2%+25.1pp |
| Annual return | 13.15% | 32.00%-18.8pp | 258.74%-245.6pp | 29.38%-16.2pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,652-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $970 | $2,278-57.4% | $3,899-75.1% | $3,514-72.4% |
| Admin fee / account holder | $7 | $451-98.5% | $4,912-99.9% | $847-99.2% |