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 9-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... | $1,761 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,383 | $52,953-71.0% | $172,739-91.1% | $65,185-76.4% |
| Participation rate | 98.2% | 66.2%+32.0pp | 82.6%+15.6pp | 70.2%+28.0pp |
| Annual return | 5.50% | 30.12%-24.6pp | 802.84%-797.3pp | 29.38%-23.9pp |
| Employer contribution / active EE | $1,626 | $2,190-25.8% | $5,143-68.4% | $2,177-25.3% |
| Participant deferral / active EE | $1,052 | $2,471-57.4% | $5,198-79.8% | $3,514-70.1% |
| Admin fee / account holder | $8 | $472-98.3% | $13,954-99.9% | $847-99.1% |