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 | Account maintenance fees; Claims proc... | $5,655 |
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 | $19,457 | $62,928-69.1% | $172,739-88.7% | $67,579-71.2% |
| Participation rate | 98.8% | 64.5%+34.3pp | 82.6%+16.2pp | 71.3%+27.5pp |
| Annual return | 35.98% | 30.36%+5.6pp | 802.84%-766.9pp | 378.56%-342.6pp |
| Employer contribution / active EE | $1,847 | $1,636+12.9% | $5,143-64.1% | $2,148-14.0% |
| Participant deferral / active EE | $2,849 | $2,145+32.8% | $5,198-45.2% | $3,539-19.5% |
| Admin fee / account holder | $13 | $167-92.1% | $13,954-99.9% | $142-90.7% |