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... | $2,985 |
Annual investment return 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 | $16,280 | $48,471-66.4% | $182,532-91.1% | $67,579-75.9% |
| Participation rate | 84.7% | 67.2%+17.5pp | 78.0%+6.7pp | 71.3%+13.4pp |
| Annual return | 5.66% | 31.08%-25.4pp | 148.54%-142.9pp | 378.56%-372.9pp |
| Employer contribution / active EE | $804 | $1,461-45.0% | $4,076-80.3% | $2,148-62.6% |
| Participant deferral / active EE | $1,263 | $3,324-62.0% | $5,524-77.1% | $3,539-64.3% |
| Admin fee / account holder | $0 | $151-100.0% | $8,592-100.0% | $142-100.0% |