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 4-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; Recordke... | $1,262 |
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 | $54,213 | $53,127+2.0% | $86,590-37.4% | $70,131-22.7% |
| Participation rate | 95.7% | 65.3%+30.3pp | 73.5%+22.1pp | 69.5%+26.1pp |
| Annual return | 18.47% | 27.66%-9.2pp | 964.84%-946.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $2,419 | $2,068+17.0% | $2,839-14.8% | $2,342+3.3% |
| Participant deferral / active EE | $7,024 | $2,696+160.6% | $3,609+94.7% | $3,332+110.8% |
| Admin fee / account holder | $7 | $3,585-99.8% | $4,906-99.9% | $4,645-99.8% |