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... | $698 |
Participant contribution per participant 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 | $46,585 | $52,953-12.0% | $172,739-73.0% | $65,185-28.5% |
| Participation rate | 96.9% | 66.2%+30.7pp | 82.6%+14.2pp | 70.2%+26.7pp |
| Annual return | 35.75% | 30.12%+5.6pp | 802.84%-767.1pp | 29.38%+6.4pp |
| Employer contribution / active EE | $2,271 | $2,190+3.7% | $5,143-55.8% | $2,177+4.3% |
| Participant deferral / active EE | $361 | $2,471-85.4% | $5,198-93.0% | $3,514-89.7% |
| Admin fee / account holder | $5 | $472-98.9% | $13,954-100.0% | $847-99.4% |