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 | Account maintenance fees; Claims proc... | $1,050 |
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 | $37,233 | $44,873-17.0% | $79,464-53.1% | $56,287-33.9% |
| Participation rate | 99.3% | 68.7%+30.5pp | 73.3%+25.9pp | 69.9%+29.4pp |
| Annual return | -5.59% | 0.81%-6.4pp | 718.14%-723.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,363 | $2,140-36.3% | $2,800-51.3% | $2,111-35.4% |
| Participant deferral / active EE | $1,415 | $2,746-48.5% | $3,704-61.8% | $3,350-57.7% |
| Admin fee / account holder | $6 | $418-98.6% | $5,113-99.9% | $521-98.9% |