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... | $3,547 |
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 | $8,745 | $43,999-80.1% | $79,464-89.0% | $55,725-84.3% |
| Participation rate | 95.5% | 66.9%+28.5pp | 73.3%+22.1pp | 70.9%+24.6pp |
| Annual return | -1.26% | 1.81%-3.1pp | 718.14%-719.4pp | 244.93%-246.2pp |
| Employer contribution / active EE | $1,793 | $1,830-2.0% | $2,800-36.0% | $2,078-13.7% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $5 | $118-95.4% | $5,113-99.9% | $115-95.3% |