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 Service code 15 · EIN 52-1184650 320 PARK AVE · NEW YORK, NY 10022 | Recordkeeping | $14,328 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,884 | $81,233-69.4% | $155,567-84.0% | $80,874-69.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.49% | 33.33%-18.8pp | 64.74%-50.2pp | 35.62%-21.1pp |
| Employer contribution / active EE | $1,891 | $3,101-39.0% | $4,674-59.5% | $2,756-31.4% |
| Participant deferral / active EE | $4,324 | $3,452+25.3% | $5,628-23.2% | $4,297+0.6% |
| Admin fee / account holder | $116 | $7,998-98.6% | $15,916-99.3% | $6,935-98.3% |