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 ... | $956 |
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 | $16,381 | $43,423-62.3% | $78,689-79.2% | $55,167-70.3% |
| Participation rate | 56.4% | 68.0%-11.7pp | 73.6%-17.2pp | 69.0%-12.6pp |
| Annual return | 8.44% | 11.53%-3.1pp | 62.18%-53.7pp | 169.23%-160.8pp |
| Employer contribution / active EE | $743 | $1,997-62.8% | $2,851-73.9% | $1,963-62.2% |
| Participant deferral / active EE | $1,163 | $2,509-53.6% | $3,517-66.9% | $3,054-61.9% |
| Admin fee / account holder | $8 | $416-98.1% | $4,510-99.8% | $504-98.4% |