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... | $2,751 |
Annual investment return 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 | $26,510 | $52,953-49.9% | $172,739-84.7% | $65,185-59.3% |
| Participation rate | 97.1% | 66.2%+30.9pp | 82.6%+14.4pp | 70.2%+26.9pp |
| Annual return | 5.06% | 30.12%-25.1pp | 802.84%-797.8pp | 29.38%-24.3pp |
| Employer contribution / active EE | $1,028 | $2,190-53.0% | $5,143-80.0% | $2,177-52.8% |
| Participant deferral / active EE | $1,054 | $2,471-57.3% | $5,198-79.7% | $3,514-70.0% |
| Admin fee / account holder | $12 | $472-97.4% | $13,954-99.9% | $847-98.5% |