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... | $2,244 |
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,495 | $46,732-84.0% | $156,549-95.2% | $55,167-86.4% |
| Participation rate | 88.7% | 65.8%+22.9pp | 84.0%+4.7pp | 69.0%+19.7pp |
| Annual return | 6.80% | 17.72%-10.9pp | 32.23%-25.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $642 | $2,105-69.5% | $5,501-88.3% | $1,963-67.3% |
| Participant deferral / active EE | $624 | $2,204-71.7% | $4,871-87.2% | $3,054-79.6% |
| Admin fee / account holder | $12 | $418-97.1% | $13,027-99.9% | $504-97.6% |