Filed December 19, 2025
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 | Account maintenance fees; Claims proc... | $2,459 |
Annual investment return 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 | $5,958 | $62,928-90.5% | $172,739-96.6% | $67,579-91.2% |
| Participation rate | 90.0% | 64.5%+25.5pp | 82.6%+7.3pp | 71.3%+18.7pp |
| Annual return | 9.22% | 30.36%-21.1pp | 802.84%-793.6pp | 378.56%-369.3pp |
| Employer contribution / active EE | $298 | $1,636-81.8% | $5,143-94.2% | $2,148-86.1% |
| Participant deferral / active EE | $1,013 | $2,145-52.7% | $5,198-80.5% | $3,539-71.4% |
| Admin fee / account holder | $5 | $167-96.7% | $13,954-100.0% | $142-96.2% |