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 5-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 |
|---|---|---|
Service code 13 · EIN 35-0145825 | Contract Administrator | $4,977 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,642 |
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 | $25,326 | $50,637-50.0% | $86,590-70.8% | $62,292-59.3% |
| Participation rate | 74.4% | 67.9%+6.5pp | 73.5%+0.8pp | 69.5%+4.9pp |
| Annual return | 21.69% | 20.80%+0.9pp | 964.84%-943.2pp | 28.90%-7.2pp |
| Employer contribution / active EE | $714 | $2,075-65.6% | $2,839-74.8% | $2,042-65.0% |
| Participant deferral / active EE | $2,741 | $2,611+5.0% | $3,609-24.0% | $3,169-13.5% |
| Admin fee / account holder | $8 | $413-97.9% | $4,906-99.8% | $479-98.2% |