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; Account maintenanc... | $1,426 |
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $685 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $21,578 | $47,977-55.0% | $154,107-86.0% | $56,287-61.7% |
| Participation rate | 96.3% | 66.2%+30.1pp | 83.0%+13.3pp | 69.9%+26.4pp |
| Annual return | 9.83% | 3.54%+6.3pp | 735.12%-725.3pp | -9.96%+19.8pp |
| Employer contribution / active EE | $469 | $2,169-78.4% | $5,298-91.2% | $2,111-77.8% |
| Participant deferral / active EE | $1,476 | $2,392-38.3% | $5,081-70.9% | $3,350-55.9% |
| Admin fee / account holder | $11 | $438-97.4% | $13,411-99.9% | $521-97.8% |