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 | Claims processing; Recordkeeping and ... | $437 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $65,926 | $43,999+49.8% | $79,464-17.0% | $55,725+18.3% |
| Participation rate | 22.2% | 66.9%-44.7pp | 73.3%-51.1pp | 70.9%-48.6pp |
| Annual return | 9.57% | 1.81%+7.8pp | 718.14%-708.6pp | 244.93%-235.4pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,286 | $2,538-49.3% | $3,704-65.3% | $3,356-61.7% |
| Admin fee / account holder | $6 | $118-94.7% | $5,113-99.9% | $115-94.6% |