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 | Account maintenance fees; Claims proc... | $1,221 |
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 | $12,733 | $52,953-76.0% | $172,739-92.6% | $65,185-80.5% |
| Participation rate | 87.9% | 66.2%+21.7pp | 82.6%+5.2pp | 70.2%+17.7pp |
| Annual return | 5.01% | 30.12%-25.1pp | 802.84%-797.8pp | 29.38%-24.4pp |
| Employer contribution / active EE | $349 | $2,190-84.0% | $5,143-93.2% | $2,177-84.0% |
| Participant deferral / active EE | $2,978 | $2,471+20.5% | $5,198-42.7% | $3,514-15.2% |
| Admin fee / account holder | $3 | $472-99.3% | $13,954-100.0% | $847-99.6% |