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... | $484 |
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 | $47,543 | $52,953-10.2% | $172,739-72.5% | $65,185-27.1% |
| Participation rate | 35.0% | 66.2%-31.2pp | 82.6%-47.6pp | 70.2%-35.2pp |
| Annual return | 13.49% | 30.12%-16.6pp | 802.84%-789.3pp | 29.38%-15.9pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $764 | $2,471-69.1% | $5,198-85.3% | $3,514-78.3% |
| Admin fee / account holder | $6 | $472-98.7% | $13,954-100.0% | $847-99.3% |