Filed July 14, 2025
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... | $1,040 |
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 | $13,529 | $48,076-71.9% | $78,689-82.8% | $62,891-78.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 0.16% | 31.35%-31.2pp | 62.18%-62.0pp | 20.14%-20.0pp |
| Employer contribution / active EE | $938 | $2,015-53.5% | $2,851-67.1% | $2,281-58.9% |
| Participant deferral / active EE | $925 | $2,588-64.3% | $3,517-73.7% | $3,203-71.1% |
| Admin fee / account holder | $10 | $3,207-99.7% | $4,510-99.8% | $4,296-99.8% |