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... | $565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,387 | $37,196+16.6% | $154,107-71.8% | $55,725-22.1% |
| Participation rate | 13.7% | 64.1%-50.4pp | 83.0%-69.3pp | 70.9%-57.1pp |
| Annual return | -2.07% | 1319.68%-1321.7pp | 735.12%-737.2pp | 244.93%-247.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $494 | $2,068-76.1% | $5,081-90.3% | $3,356-85.3% |
| Admin fee / account holder | $38 | $102-62.6% | $13,411-99.7% | $115-67.0% |