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 | $5,170 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,582 |
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 | $24,550 | $44,873-45.3% | $79,464-69.1% | $56,287-56.4% |
| Participation rate | 71.6% | 68.7%+2.9pp | 73.3%-1.7pp | 69.9%+1.8pp |
| Annual return | 2.07% | 0.81%+1.3pp | 718.14%-716.1pp | -9.96%+12.0pp |
| Employer contribution / active EE | $919 | $2,140-57.0% | $2,800-67.2% | $2,111-56.5% |
| Participant deferral / active EE | $3,063 | $2,746+11.6% | $3,704-17.3% | $3,350-8.5% |
| Admin fee / account holder | $8 | $418-98.1% | $5,113-99.8% | $521-98.5% |