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... | $4,233 |
Annual investment return 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 | $39,293 | $52,953-25.8% | $172,739-77.3% | $65,185-39.7% |
| Participation rate | 95.8% | 66.2%+29.6pp | 82.6%+13.1pp | 70.2%+25.6pp |
| Annual return | 7.37% | 30.12%-22.8pp | 802.84%-795.5pp | 29.38%-22.0pp |
| Employer contribution / active EE | $1,029 | $2,190-53.0% | $5,143-80.0% | $2,177-52.7% |
| Participant deferral / active EE | $1,751 | $2,471-29.1% | $5,198-66.3% | $3,514-50.2% |
| Admin fee / account holder | $8 | $472-98.3% | $13,954-99.9% | $847-99.0% |