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 | Claims processing; Account maintenanc... | $16,275 |
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 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 | $7,862 | $37,196-78.9% | $154,107-94.9% | $55,725-85.9% |
| Participation rate | 93.1% | 64.1%+29.0pp | 83.0%+10.1pp | 70.9%+22.3pp |
| Annual return | -4.96% | 1319.68%-1324.6pp | 735.12%-740.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $406 | $1,614-74.8% | $5,298-92.3% | $2,078-80.4% |
| Participant deferral / active EE | $627 | $2,068-69.7% | $5,081-87.7% | $3,356-81.3% |
| Admin fee / account holder | $7 | $102-92.9% | $13,411-99.9% | $115-93.7% |