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 ... | $10,932 |
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 | $4,956 | $37,039-86.6% | $147,614-96.6% | $59,188-91.6% |
| Participation rate | 99.9% | 63.8%+36.1pp | 84.6%+15.2pp | 69.4%+30.4pp |
| Annual return | 1.47% | 7.19%-5.7pp | 61.98%-60.5pp | 5.51%-4.0pp |
| Employer contribution / active EE | $299 | $1,353-77.9% | $5,564-94.6% | $2,098-85.7% |
| Participant deferral / active EE | $492 | $2,094-76.5% | $4,895-89.9% | $3,265-84.9% |
| Admin fee / account holder | $5 | $60-90.9% | $11,611-100.0% | $92-94.1% |