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... | $4,049 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,755 | $46,173-57.2% | $170,442-88.4% | $69,631-71.6% |
| Participation rate | 93.6% | 63.9%+29.7pp | 83.6%+10.0pp | 70.7%+22.9pp |
| Annual return | 10.23% | 21.62%-11.4pp | 205.93%-195.7pp | 27571.02%-27560.8pp |
| Employer contribution / active EE | $1,223 | $1,610-24.0% | $5,433-77.5% | $2,032-39.8% |
| Participant deferral / active EE | $875 | $2,080-57.9% | $4,939-82.3% | $3,224-72.8% |
| Admin fee / account holder | $9 | $116-92.7% | $13,880-99.9% | $110-92.3% |