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 ... | $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 | $26,211 | $50,637-48.2% | $86,590-69.7% | $62,292-57.9% |
| Participation rate | 98.4% | 67.9%+30.5pp | 73.5%+24.9pp | 69.5%+28.9pp |
| Annual return | 18.95% | 20.80%-1.9pp | 964.84%-945.9pp | 28.90%-9.9pp |
| Employer contribution / active EE | $927 | $2,075-55.3% | $2,839-67.4% | $2,042-54.6% |
| Participant deferral / active EE | $1,862 | $2,611-28.7% | $3,609-48.4% | $3,169-41.3% |
| Admin fee / account holder | $8 | $413-98.0% | $4,906-99.8% | $479-98.3% |