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 | Claims processing; Recordkeeping and ... | $3,742 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,333 | $46,732-75.7% | $156,549-92.8% | $55,167-79.5% |
| Participation rate | 93.3% | 65.8%+27.5pp | 84.0%+9.3pp | 69.0%+24.3pp |
| Annual return | 7.29% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $425 | $2,105-79.8% | $5,501-92.3% | $1,963-78.3% |
| Participant deferral / active EE | $476 | $2,204-78.4% | $4,871-90.2% | $3,054-84.4% |
| Admin fee / account holder | $12 | $418-97.0% | $13,027-99.9% | $504-97.5% |