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... | $1,391 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,174 | $43,423-48.9% | $78,689-71.8% | $55,167-59.8% |
| Participation rate | 88.5% | 68.0%+20.5pp | 73.6%+14.9pp | 69.0%+19.5pp |
| Annual return | 6.66% | 11.53%-4.9pp | 62.18%-55.5pp | 169.23%-162.6pp |
| Employer contribution / active EE | $925 | $1,997-53.7% | $2,851-67.6% | $1,963-52.9% |
| Participant deferral / active EE | $1,745 | $2,509-30.4% | $3,517-50.4% | $3,054-42.9% |
| Admin fee / account holder | $8 | $416-98.0% | $4,510-99.8% | $504-98.3% |