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; Recordkeepi... | $2,604 |
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 | $27,647 | $76,000-63.6% | $154,107-82.1% | $64,186-56.9% |
| Participation rate | 87.8% | 70.4%+17.4pp | 83.0%+4.8pp | 69.6%+18.2pp |
| Annual return | -2.90% | 30.32%-33.2pp | 735.12%-738.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $725 | $3,351-78.4% | $5,298-86.3% | $2,381-69.5% |
| Participant deferral / active EE | $1,663 | $3,175-47.6% | $5,081-67.3% | $3,470-52.1% |
| Admin fee / account holder | $13 | $5,596-99.8% | $13,411-99.9% | $4,888-99.7% |