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 | Participant loan processing; Claims p... | $1,844 |
Annual investment return 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 | $12,334 | $55,453-77.8% | $170,442-92.8% | $62,292-80.2% |
| Participation rate | 98.7% | 66.4%+32.3pp | 83.6%+15.1pp | 69.5%+29.2pp |
| Annual return | 7.02% | 21.38%-14.4pp | 205.93%-198.9pp | 28.90%-21.9pp |
| Employer contribution / active EE | $1,529 | $2,164-29.3% | $5,433-71.8% | $2,042-25.1% |
| Participant deferral / active EE | $730 | $2,303-68.3% | $4,939-85.2% | $3,169-77.0% |
| Admin fee / account holder | $9 | $455-98.0% | $13,880-99.9% | $479-98.1% |