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 | Recordkeeping and information managem... | $777 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,229 | $55,453-34.7% | $170,442-78.7% | $62,292-41.8% |
| Participation rate | 34.4% | 66.4%-32.0pp | 83.6%-49.2pp | 69.5%-35.1pp |
| Annual return | 14.79% | 21.38%-6.6pp | 205.93%-191.1pp | 28.90%-14.1pp |
| Employer contribution / active EE | $702 | $2,164-67.6% | $5,433-87.1% | $2,042-65.6% |
| Participant deferral / active EE | $1,321 | $2,303-42.6% | $4,939-73.3% | $3,169-58.3% |
| Admin fee / account holder | $12 | $455-97.4% | $13,880-99.9% | $479-97.5% |