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 | Account maintenance fees; Recordkeepi... | $229 |
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 | $29,430 | $47,977-38.7% | $154,107-80.9% | $56,287-47.7% |
| Participation rate | 96.5% | 66.2%+30.4pp | 83.0%+13.5pp | 69.9%+26.7pp |
| Annual return | -4.68% | 3.54%-8.2pp | 735.12%-739.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,580 | $2,169+19.0% | $5,298-51.3% | $2,111+22.2% |
| Participant deferral / active EE | $2,285 | $2,392-4.5% | $5,081-55.0% | $3,350-31.8% |
| Admin fee / account holder | $1 | $438-99.7% | $13,411-100.0% | $521-99.8% |