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... | $4,452 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,552 | $37,196-66.3% | $154,107-91.9% | $55,725-77.5% |
| Participation rate | 99.0% | 64.1%+34.9pp | 83.0%+16.0pp | 70.9%+28.2pp |
| Annual return | -7.39% | 1319.68%-1327.1pp | 735.12%-742.5pp | 244.93%-252.3pp |
| Employer contribution / active EE | $1,786 | $1,614+10.6% | $5,298-66.3% | $2,078-14.1% |
| Participant deferral / active EE | $2,929 | $2,068+41.6% | $5,081-42.4% | $3,356-12.7% |
| Admin fee / account holder | $11 | $102-89.6% | $13,411-99.9% | $115-90.9% |