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 · EIN 13-1614399 | Participant loan processing; Recordke... | $16 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $77,785 | $44,873+73.3% | $79,464-2.1% | $56,287+38.2% |
| Participation rate | 69.9% | 68.7%+1.2pp | 73.3%-3.4pp | 69.9%+0.1pp |
| Annual return | -4.03% | 0.81%-4.8pp | 718.14%-722.2pp | -9.96%+5.9pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,917 | $2,746+42.6% | $3,704+5.8% | $3,350+16.9% |
| Admin fee / account holder | $0 | $418-100.0% | $5,113-100.0% | $521-100.0% |