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; Recordkeeping and ... | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,498 | $55,453-19.8% | $170,442-73.9% | $62,292-28.6% |
| Participation rate | 40.8% | 66.4%-25.6pp | 83.6%-42.8pp | 69.5%-28.7pp |
| Annual return | 12.48% | 21.38%-8.9pp | 205.93%-193.5pp | 28.90%-16.4pp |
| Employer contribution / active EE | $718 | $2,164-66.8% | $5,433-86.8% | $2,042-64.9% |
| Participant deferral / active EE | $914 | $2,303-60.3% | $4,939-81.5% | $3,169-71.2% |
| Admin fee / account holder | $43 | $455-90.5% | $13,880-99.7% | $479-91.0% |