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 6-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 | Participant loan processing; Recordke... | $1,658 |
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 | $25,129 | $46,360-45.8% | $147,614-83.0% | $52,331-52.0% |
| Participation rate | 98.5% | 64.9%+33.5pp | 84.6%+13.8pp | 68.1%+30.4pp |
| Annual return | 0.60% | 1.62%-1.0pp | 61.98%-61.4pp | 4.54%-3.9pp |
| Employer contribution / active EE | $1,531 | $2,126-28.0% | $5,564-72.5% | $1,882-18.6% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $7 | $766-99.0% | $11,611-99.9% | $592-98.7% |