See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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... | $733 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,005 | $76,000-80.3% | $154,107-90.3% | $64,186-76.6% |
| Participation rate | 73.2% | 70.4%+2.8pp | 83.0%-9.9pp | 69.6%+3.6pp |
| Annual return | -6.93% | 30.32%-37.3pp | 735.12%-742.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $666 | $3,351-80.1% | $5,298-87.4% | $2,381-72.0% |
| Participant deferral / active EE | $764 | $3,175-75.9% | $5,081-85.0% | $3,470-78.0% |
| Admin fee / account holder | $2,204 | $5,596-60.6% | $13,411-83.6% | $4,888-54.9% |