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 | Claims processing; Recordkeeping and ... | $4,511 |
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 | $9,392 | $38,925-75.9% | $73,843-87.3% | $55,191-83.0% |
| Participation rate | 99.5% | 66.0%+33.5pp | 73.4%+26.1pp | 69.2%+30.3pp |
| Annual return | 0.62% | 6.31%-5.7pp | 2267.84%-2267.2pp | 10.78%-10.2pp |
| Employer contribution / active EE | $1,556 | $1,695-8.2% | $2,787-44.2% | $1,899-18.0% |
| Participant deferral / active EE | $0 | $2,351-100.0% | $3,583-100.0% | $3,046-100.0% |
| Admin fee / account holder | $7 | $83-91.2% | $4,880-99.9% | $91-92.0% |