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 | Account maintenance fees; Claims proc... | $8,254 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,189 | $46,292-26.1% | $143,757-76.2% | $64,808-47.2% |
| Participation rate | 53.1% | 64.2%-11.1pp | 80.3%-27.2pp | 71.5%-18.4pp |
| Annual return | -13.65% | -10.05%-3.6pp | -0.04%-13.6pp | 32.82%-46.5pp |
| Employer contribution / active EE | $1,281 | $1,910-32.9% | $4,951-74.1% | $2,506-48.9% |
| Participant deferral / active EE | $1,092 | $2,646-58.7% | $5,637-80.6% | $4,310-74.7% |
| Admin fee / account holder | $12 | $154-92.3% | $14,673-99.9% | $188-93.7% |