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... | $2,127 |
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 | $21,195 | $45,035-52.9% | $62,995-66.4% | $70,131-69.8% |
| Participation rate | 73.2% | 69.5%+3.7pp | 74.8%-1.6pp | 69.5%+3.7pp |
| Annual return | 9.31% | 18.76%-9.4pp | 87.57%-78.3pp | 73.14%-63.8pp |
| Employer contribution / active EE | $539 | $2,051-73.7% | $2,759-80.5% | $2,342-77.0% |
| Participant deferral / active EE | $1,287 | $2,465-47.8% | $3,329-61.3% | $3,332-61.4% |
| Admin fee / account holder | $16 | $2,834-99.4% | $3,600-99.6% | $4,645-99.7% |