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 | Recordkeeping and information managem... | $5,769 |
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 | $50,968 | $50,815+0.3% | $155,509-67.2% | $77,643-34.4% |
| Participation rate | 75.4% | 63.1%+12.3pp | 78.2%-2.8pp | 70.6%+4.8pp |
| Annual return | 13.10% | 34.80%-21.7pp | 64.67%-51.6pp | 31.24%-18.1pp |
| Employer contribution / active EE | $787 | $1,993-60.5% | $4,672-83.2% | $2,726-71.1% |
| Participant deferral / active EE | $1,166 | $2,822-58.7% | $5,626-79.3% | $4,647-74.9% |
| Admin fee / account holder | $8 | $437-98.1% | $15,912-99.9% | $430-98.1% |