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 · EIN 13-1614399 | Participant loan processing; Recordke... | $3,312 |
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 | $52,272 | $73,102-28.5% | $123,544-57.7% | $56,287-7.1% |
| Participation rate | 99.2% | 74.3%+24.8pp | 82.3%+16.9pp | 69.9%+29.3pp |
| Annual return | -5.69% | 3.01%-8.7pp | 119.20%-124.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,194 | $2,977-59.9% | $4,628-74.2% | $2,111-43.4% |
| Participant deferral / active EE | $2,868 | $5,423-47.1% | $6,426-55.4% | $3,350-14.4% |
| Admin fee / account holder | $9 | $554-98.5% | $9,284-99.9% | $521-98.4% |