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... | $3,200 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,365 | $55,453-65.1% | $170,442-88.6% | $62,292-68.9% |
| Participation rate | 92.6% | 66.4%+26.2pp | 83.6%+9.0pp | 69.5%+23.1pp |
| Annual return | 14.27% | 21.38%-7.1pp | 205.93%-191.7pp | 28.90%-14.6pp |
| Employer contribution / active EE | $685 | $2,164-68.3% | $5,433-87.4% | $2,042-66.5% |
| Participant deferral / active EE | $743 | $2,303-67.7% | $4,939-85.0% | $3,169-76.6% |
| Admin fee / account holder | $12 | $455-97.3% | $13,880-99.9% | $479-97.5% |