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 8-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... | $2,347 |
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 | $42,657 | $46,292-7.9% | $143,757-70.3% | $64,808-34.2% |
| Participation rate | 96.2% | 64.2%+32.0pp | 80.3%+15.9pp | 71.5%+24.7pp |
| Annual return | -12.65% | -10.05%-2.6pp | -0.04%-12.6pp | 32.82%-45.5pp |
| Employer contribution / active EE | $2,045 | $1,910+7.1% | $4,951-58.7% | $2,506-18.4% |
| Participant deferral / active EE | $1,562 | $2,646-41.0% | $5,637-72.3% | $4,310-63.8% |
| Admin fee / account holder | $5 | $154-96.8% | $14,673-100.0% | $188-97.4% |