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 | Claims processing; Participant loan p... | $2,060 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,876 | $84,487-36.2% | $125,339-57.0% | $66,914-19.5% |
| Participation rate | 83.4% | 76.4%+7.0pp | 82.4%+1.1pp | 69.8%+13.6pp |
| Annual return | -15.89% | -8.39%-7.5pp | 572.05%-587.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $996 | $3,553-72.0% | $4,814-79.3% | $2,544-60.9% |
| Participant deferral / active EE | $2,789 | $6,781-58.9% | $7,446-62.6% | $4,237-34.2% |
| Admin fee / account holder | $9 | $685-98.7% | $10,010-99.9% | $593-98.5% |