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... | $1,655 |
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 | $46,665 | $47,977-2.7% | $154,107-69.7% | $56,287-17.1% |
| Participation rate | 96.8% | 66.2%+30.6pp | 83.0%+13.8pp | 69.9%+26.9pp |
| Annual return | -0.54% | 3.54%-4.1pp | 735.12%-735.7pp | -9.96%+9.4pp |
| Employer contribution / active EE | $1,841 | $2,169-15.1% | $5,298-65.3% | $2,111-12.8% |
| Participant deferral / active EE | $1,488 | $2,392-37.8% | $5,081-70.7% | $3,350-55.6% |
| Admin fee / account holder | $8 | $438-98.1% | $13,411-99.9% | $521-98.4% |