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... | $2,133 |
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 | $15,898 | $55,453-71.3% | $170,442-90.7% | $62,292-74.5% |
| Participation rate | 99.3% | 66.4%+32.9pp | 83.6%+15.7pp | 69.5%+29.7pp |
| Annual return | 11.04% | 21.38%-10.3pp | 205.93%-194.9pp | 28.90%-17.9pp |
| Employer contribution / active EE | $718 | $2,164-66.8% | $5,433-86.8% | $2,042-64.9% |
| Participant deferral / active EE | $1,114 | $2,303-51.6% | $4,939-77.4% | $3,169-64.8% |
| Admin fee / account holder | $10 | $455-97.8% | $13,880-99.9% | $479-97.9% |