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 | Claims processing; Participant loan p... | $5,519 |
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 | $39,571 | $47,126-16.0% | $149,673-73.6% | $74,419-46.8% |
| Participation rate | 57.3% | 63.4%-6.1pp | 78.8%-21.5pp | 70.7%-13.5pp |
| Annual return | 13.60% | 22.75%-9.2pp | 134.42%-120.8pp | 34.38%-20.8pp |
| Employer contribution / active EE | $1,241 | $1,905-34.9% | $4,818-74.2% | $2,637-53.0% |
| Participant deferral / active EE | $1,072 | $2,728-60.7% | $5,680-81.1% | $4,528-76.3% |
| Admin fee / account holder | $8 | $343-97.6% | $13,210-99.9% | $348-97.6% |