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 | Recordkeeping and information managem... | $4,691 |
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 | $14,655 | $277,327-94.7% | $154,107-90.5% | - |
| Participation rate | 99.2% | 62.7%+36.5pp | 83.0%+16.2pp | - |
| Annual return | 10.93% | -3.82%+14.7pp | 735.12%-724.2pp | - |
| Employer contribution / active EE | $0 | $1,922-100.0% | $5,298-100.0% | - |
| Participant deferral / active EE | $1,458 | $1,965-25.8% | $5,081-71.3% | - |
| Admin fee / account holder | $9 | $104,675-100.0% | $13,411-99.9% | - |