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 |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $10,459 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Investment management; Recordkeeping ... | $689 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,645 | $60,124-52.4% | $90,404-68.3% | $79,858-64.1% |
| Participation rate | 69.5% | 65.0%+4.5pp | 72.7%-3.2pp | 69.6%-0.1pp |
| Annual return | 8.59% | 71.94%-63.4pp | 1293.02%-1284.4pp | 31.71%-23.1pp |
| Employer contribution / active EE | $843 | $2,068-59.2% | $3,262-74.2% | $2,471-65.9% |
| Participant deferral / active EE | $1,409 | $2,938-52.0% | $3,963-64.4% | $3,740-62.3% |
| Admin fee / account holder | $49 | $3,976-98.8% | $5,611-99.1% | $5,306-99.1% |