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... | $1,549 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $48,315 | $55,453-12.9% | $170,442-71.7% | $62,292-22.4% |
| Participation rate | 98.0% | 66.4%+31.7pp | 83.6%+14.4pp | 69.5%+28.5pp |
| Annual return | 24.39% | 21.38%+3.0pp | 205.93%-181.5pp | 28.90%-4.5pp |
| Employer contribution / active EE | $2,333 | $2,164+7.8% | $5,433-57.1% | $2,042+14.2% |
| Participant deferral / active EE | $1,605 | $2,303-30.3% | $4,939-67.5% | $3,169-49.4% |
| Admin fee / account holder | $8 | $455-98.3% | $13,880-99.9% | $479-98.4% |