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... | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,108 | $55,453-15.0% | $170,442-72.4% | $62,292-24.4% |
| Participation rate | 25.5% | 66.4%-40.9pp | 83.6%-58.1pp | 69.5%-44.0pp |
| Annual return | 3.93% | 21.38%-17.4pp | 205.93%-202.0pp | 28.90%-25.0pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $860 | $2,303-62.7% | $4,939-82.6% | $3,169-72.9% |
| Admin fee / account holder | $8 | $455-98.2% | $13,880-99.9% | $479-98.3% |