See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA INVESTMENT CORPOR Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $882 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,240 | $47,126-78.3% | $149,673-93.2% | $74,419-86.2% |
| Participation rate | 91.9% | 63.4%+28.5pp | 78.8%+13.1pp | 70.7%+21.2pp |
| Annual return | 14.61% | 22.75%-8.1pp | 134.42%-119.8pp | 34.38%-19.8pp |
| Employer contribution / active EE | $541 | $1,905-71.6% | $4,818-88.8% | $2,637-79.5% |
| Participant deferral / active EE | $812 | $2,728-70.2% | $5,680-85.7% | $4,528-82.1% |
| Admin fee / account holder | $3 | $343-99.2% | $13,210-100.0% | $348-99.2% |