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; Recordkeeping and ... | $480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $53,003 | $46,732+13.4% | $156,549-66.1% | $55,167-3.9% |
| Participation rate | 26.7% | 65.8%-39.1pp | 84.0%-57.3pp | 69.0%-42.3pp |
| Annual return | 13.12% | 17.72%-4.6pp | 32.23%-19.1pp | 169.23%-156.1pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $928 | $2,204-57.9% | $4,871-80.9% | $3,054-69.6% |
| Admin fee / account holder | $7 | $418-98.3% | $13,027-99.9% | $504-98.6% |