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; Recordkeeping and ... | $1,594 |
Service code 13 · EIN 35-0472300 | Contract Administrator | $75 |
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 | $12,069 | $51,620-76.6% | $90,281-86.6% | $65,185-81.5% |
| Participation rate | 97.1% | 68.6%+28.4pp | 73.3%+23.8pp | 70.2%+26.9pp |
| Annual return | 4.51% | 24.94%-20.4pp | 78.10%-73.6pp | 29.38%-24.9pp |
| Employer contribution / active EE | $605 | $2,235-72.9% | $2,854-78.8% | $2,177-72.2% |
| Participant deferral / active EE | $1,388 | $2,871-51.7% | $3,885-64.3% | $3,514-60.5% |
| Admin fee / account holder | $12 | $384-96.9% | $5,351-99.8% | $847-98.6% |