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... | $4,571 |
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 | $38,885 | $58,879-34.0% | $178,490-78.2% | $73,488-47.1% |
| Participation rate | 98.7% | 66.2%+32.5pp | 81.9%+16.8pp | 70.7%+28.0pp |
| Annual return | 7.24% | 24.86%-17.6pp | 151.07%-143.8pp | 28.51%-21.3pp |
| Employer contribution / active EE | $1,313 | $2,236-41.3% | $5,011-73.8% | $2,270-42.1% |
| Participant deferral / active EE | $2,164 | $2,567-15.7% | $5,202-58.4% | $3,740-42.1% |
| Admin fee / account holder | $10 | $400-97.4% | $13,984-99.9% | $513-98.0% |