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; Recordkeepi... | $2,810 |
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 | $24,606 | $47,977-48.7% | $154,107-84.0% | $56,287-56.3% |
| Participation rate | 98.6% | 66.2%+32.5pp | 83.0%+15.6pp | 69.9%+28.8pp |
| Annual return | 8.86% | 3.54%+5.3pp | 735.12%-726.3pp | -9.96%+18.8pp |
| Employer contribution / active EE | $1,038 | $2,169-52.1% | $5,298-80.4% | $2,111-50.8% |
| Participant deferral / active EE | $1,061 | $2,392-55.6% | $5,081-79.1% | $3,350-68.3% |
| Admin fee / account holder | $13 | $438-97.1% | $13,411-99.9% | $521-97.6% |