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... | $7,013 |
Participant contribution per participant 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 | $13,473 | $39,859-66.2% | $78,689-82.9% | $57,658-76.6% |
| Participation rate | 99.4% | 66.1%+33.3pp | 73.6%+25.9pp | 70.2%+29.2pp |
| Annual return | 15.20% | 18.96%-3.8pp | 62.18%-47.0pp | 5.13%+10.1pp |
| Employer contribution / active EE | $1,045 | $1,786-41.5% | $2,851-63.3% | $1,974-47.0% |
| Participant deferral / active EE | $356 | $2,248-84.2% | $3,517-89.9% | $3,061-88.4% |
| Admin fee / account holder | $11 | $76-85.5% | $4,510-99.8% | $95-88.3% |