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 | Participant loan processing; Claims p... | $1,704 |
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 | $23,053 | $84,233-72.6% | $170,442-86.5% | $70,131-67.1% |
| Participation rate | 94.4% | 70.8%+23.6pp | 83.6%+10.8pp | 69.5%+24.9pp |
| Annual return | 6.92% | 23.06%-16.1pp | 205.93%-199.0pp | 73.14%-66.2pp |
| Employer contribution / active EE | $1,525 | $3,387-55.0% | $5,433-71.9% | $2,342-34.9% |
| Participant deferral / active EE | $1,035 | $3,086-66.5% | $4,939-79.0% | $3,332-68.9% |
| Admin fee / account holder | $16 | $5,698-99.7% | $13,880-99.9% | $4,645-99.7% |