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; Recordke... | $2,382 |
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 | $13,866 | $52,953-73.8% | $172,739-92.0% | $65,185-78.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 12.20% | 30.12%-17.9pp | 802.84%-790.6pp | 29.38%-17.2pp |
| Employer contribution / active EE | $1,799 | $2,190-17.8% | $5,143-65.0% | $2,177-17.4% |
| Participant deferral / active EE | $803 | $2,471-67.5% | $5,198-84.5% | $3,514-77.1% |
| Admin fee / account holder | $10 | $472-97.8% | $13,954-99.9% | $847-98.8% |