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; Claims p... | $10,920 |
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 | $7,614 | $37,039-79.4% | $147,614-94.8% | $59,188-87.1% |
| Participation rate | 99.9% | 63.8%+36.1pp | 84.6%+15.3pp | 69.4%+30.5pp |
| Annual return | -0.08% | 7.19%-7.3pp | 61.98%-62.1pp | 5.51%-5.6pp |
| Employer contribution / active EE | $363 | $1,353-73.2% | $5,564-93.5% | $2,098-82.7% |
| Participant deferral / active EE | $618 | $2,094-70.5% | $4,895-87.4% | $3,265-81.1% |
| Admin fee / account holder | $4 | $60-92.9% | $11,611-100.0% | $92-95.3% |