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 4-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 |
|---|---|---|
MUTUAL OF AMERICA SEC. CORP LLC2+ years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $12,228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,238 | $57,651-85.7% | $112,229-92.7% | $71,457-88.5% |
| Participation rate | 48.3% | 58.9%-10.7pp | 72.4%-24.2pp | 67.9%-19.7pp |
| Annual return | 32.71% | 18.32%+14.4pp | 30.20%+2.5pp | 28.85%+3.9pp |
| Employer contribution / active EE | $270 | $1,913-85.9% | $3,430-92.1% | $2,588-89.6% |
| Participant deferral / active EE | $1,576 | $2,863-45.0% | $4,798-67.2% | $4,289-63.3% |
| Admin fee / account holder | $87 | $1,581-94.5% | $7,748-98.9% | $1,587-94.5% |