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 INSURANCE COMPANY Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,276 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,911 | $56,317+111.1% | $71,209+67.0% | $74,304+60.0% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.8%+26.2pp | 60.3%+39.7pp |
| Annual return | 10.09% | 42.83%-32.7pp | 282.51%-272.4pp | 29.43%-19.3pp |
| Employer contribution / active EE | $3,587 | $2,160+66.1% | $2,721+31.8% | $2,241+60.1% |
| Participant deferral / active EE | $1,522 | $2,788-45.4% | $4,175-63.5% | $3,767-59.6% |
| Admin fee / account holder | $6,898 | $2,290+201.3% | $5,349+29.0% | $2,969+132.3% |