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 9-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 · EIN 13-1614399 320 PARK AVE. · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $500 |
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 | $56,179 | $60,795-7.6% | $69,455-19.1% | $65,185-13.8% |
| Participation rate | 97.0% | 74.9%+22.2pp | 74.6%+22.4pp | 70.2%+26.8pp |
| Annual return | 1.87% | 17.46%-15.6pp | 28.97%-27.1pp | 29.38%-27.5pp |
| Employer contribution / active EE | $2,776 | $2,452+13.2% | $2,779-0.1% | $2,177+27.5% |
| Participant deferral / active EE | $3,082 | $3,162-2.5% | $3,535-12.8% | $3,514-12.3% |
| Admin fee / account holder | $24 | $314-92.2% | $3,839-99.4% | $847-97.1% |