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... | $901 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,444 | $84,233-73.4% | $170,442-86.8% | $70,131-68.0% |
| Participation rate | 92.7% | 70.8%+21.9pp | 83.6%+9.1pp | 69.5%+23.1pp |
| Annual return | 16.76% | 23.06%-6.3pp | 205.93%-189.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $623 | $3,387-81.6% | $5,433-88.5% | $2,342-73.4% |
| Participant deferral / active EE | $1,755 | $3,086-43.1% | $4,939-64.5% | $3,332-47.3% |
| Admin fee / account holder | $9 | $5,698-99.8% | $13,880-99.9% | $4,645-99.8% |