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 | Participant loan processing; Recordke... | $3,629 |
Annual investment return 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.
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 | $10,836 | $44,873-75.9% | $79,464-86.4% | $56,287-80.7% |
| Participation rate | 93.0% | 68.7%+24.3pp | 73.3%+19.7pp | 69.9%+23.2pp |
| Annual return | -7.29% | 0.81%-8.1pp | 718.14%-725.4pp | -9.96%+2.7pp |
| Employer contribution / active EE | $760 | $2,140-64.5% | $2,800-72.9% | $2,111-64.0% |
| Participant deferral / active EE | $1,508 | $2,746-45.1% | $3,704-59.3% | $3,350-55.0% |
| Admin fee / account holder | $11 | $418-97.3% | $5,113-99.8% | $521-97.8% |