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... | $2,210 |
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.
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 | $4,304 | $37,196-88.4% | $154,107-97.2% | $55,725-92.3% |
| Participation rate | 97.7% | 64.1%+33.6pp | 83.0%+14.7pp | 70.9%+26.9pp |
| Annual return | 5.69% | 1319.68%-1314.0pp | 735.12%-729.4pp | 244.93%-239.2pp |
| Employer contribution / active EE | $518 | $1,614-67.9% | $5,298-90.2% | $2,078-75.1% |
| Participant deferral / active EE | $293 | $2,068-85.8% | $5,081-94.2% | $3,356-91.3% |
| Admin fee / account holder | $6 | $102-93.6% | $13,411-100.0% | $115-94.4% |