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 | Participant loan processing; Recordke... | $2,662 |
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 | $26,609 | $47,977-44.5% | $154,107-82.7% | $56,287-52.7% |
| Participation rate | 95.7% | 66.2%+29.5pp | 83.0%+12.6pp | 69.9%+25.8pp |
| Annual return | -4.86% | 3.54%-8.4pp | 735.12%-740.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,069 | $2,169-50.7% | $5,298-79.8% | $2,111-49.3% |
| Participant deferral / active EE | $2,555 | $2,392+6.8% | $5,081-49.7% | $3,350-23.7% |
| Admin fee / account holder | $10 | $438-97.7% | $13,411-99.9% | $521-98.1% |