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 | Recordkeeping and information managem... | $1,330 |
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 | $10,750 | $50,637-78.8% | $86,590-87.6% | $62,292-82.7% |
| Participation rate | 94.0% | 67.9%+26.1pp | 73.5%+20.5pp | 69.5%+24.5pp |
| Annual return | 22.35% | 20.80%+1.6pp | 964.84%-942.5pp | 28.90%-6.5pp |
| Employer contribution / active EE | $840 | $2,075-59.5% | $2,839-70.4% | $2,042-58.8% |
| Participant deferral / active EE | $1,414 | $2,611-45.8% | $3,609-60.8% | $3,169-55.4% |
| Admin fee / account holder | $4 | $413-99.1% | $4,906-99.9% | $479-99.2% |