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 | Claims processing; Participant loan p... | $3,437 |
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,327 | $52,467-67.0% | $57,179-69.7% | $55,167-68.6% |
| Participation rate | 84.0% | 75.8%+8.1pp | 75.3%+8.6pp | 69.0%+15.0pp |
| Annual return | 3.46% | 7.72%-4.3pp | 14.59%-11.1pp | 169.23%-165.8pp |
| Employer contribution / active EE | $2,108 | $2,477-14.9% | $2,682-21.4% | $1,963+7.4% |
| Participant deferral / active EE | $787 | $2,830-72.2% | $3,096-74.6% | $3,054-74.2% |
| Admin fee / account holder | $14 | $269-95.0% | $3,139-99.6% | $504-97.3% |