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... | $2,955 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,698 | $60,165-39.0% | $74,183-50.5% | $55,167-33.5% |
| Participation rate | 93.1% | 74.2%+18.9pp | 76.6%+16.5pp | 69.0%+24.1pp |
| Annual return | 11.38% | 10.00%+1.4pp | 17.74%-6.4pp | 169.23%-157.8pp |
| Employer contribution / active EE | $1,341 | $1,600-16.2% | $2,370-43.4% | $1,963-31.7% |
| Participant deferral / active EE | $2,082 | $2,973-30.0% | $3,550-41.4% | $3,054-31.8% |
| Admin fee / account holder | $16 | $419-96.2% | $5,586-99.7% | $504-96.9% |