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... | $17,906 |
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 | $9,077 | $37,213-75.6% | $156,549-94.2% | $63,975-85.8% |
| Participation rate | 80.3% | 65.0%+15.3pp | 84.0%-3.7pp | 71.1%+9.2pp |
| Annual return | 8.45% | 47.89%-39.4pp | 32.23%-23.8pp | 48.65%-40.2pp |
| Employer contribution / active EE | $406 | $1,357-70.1% | $5,501-92.6% | $2,182-81.4% |
| Participant deferral / active EE | $619 | $2,070-70.1% | $4,871-87.3% | $3,356-81.6% |
| Admin fee / account holder | $8 | $56-86.1% | $13,027-99.9% | $70-88.9% |