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... | $704 |
Participant 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 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 | $2,131 | $43,423-95.1% | $78,689-97.3% | $55,167-96.1% |
| Participation rate | 91.3% | 68.0%+23.3pp | 73.6%+17.8pp | 69.0%+22.3pp |
| Annual return | 9.59% | 11.53%-1.9pp | 62.18%-52.6pp | 169.23%-159.6pp |
| Employer contribution / active EE | $362 | $1,997-81.8% | $2,851-87.3% | $1,963-81.5% |
| Participant deferral / active EE | $534 | $2,509-78.7% | $3,517-84.8% | $3,054-82.5% |
| Admin fee / account holder | $6 | $416-98.6% | $4,510-99.9% | $504-98.9% |