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... | $1,354 |
Annual investment return 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 | $12,628 | $50,637-75.1% | $86,590-85.4% | $62,292-79.7% |
| Participation rate | 95.1% | 67.9%+27.3pp | 73.5%+21.6pp | 69.5%+25.6pp |
| Annual return | 12.68% | 20.80%-8.1pp | 964.84%-952.2pp | 28.90%-16.2pp |
| Employer contribution / active EE | $600 | $2,075-71.1% | $2,839-78.9% | $2,042-70.6% |
| Participant deferral / active EE | $1,186 | $2,611-54.6% | $3,609-67.1% | $3,169-62.6% |
| Admin fee / account holder | $11 | $413-97.3% | $4,906-99.8% | $479-97.6% |