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... | $559 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $44,490 | $43,423+2.5% | $78,689-43.5% | $55,167-19.4% |
| Participation rate | 36.8% | 68.0%-31.2pp | 73.6%-36.7pp | 69.0%-32.1pp |
| Annual return | 5.93% | 11.53%-5.6pp | 62.18%-56.2pp | 169.23%-163.3pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,104 | $2,509-56.0% | $3,517-68.6% | $3,054-63.8% |
| Admin fee / account holder | $11 | $416-97.5% | $4,510-99.8% | $504-97.9% |