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... | $1,232 |
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 | $31,875 | $84,233-62.2% | $170,442-81.3% | $70,131-54.5% |
| Participation rate | 92.1% | 70.8%+21.2pp | 83.6%+8.5pp | 69.5%+22.5pp |
| Annual return | 14.98% | 23.06%-8.1pp | 205.93%-191.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $681 | $3,387-79.9% | $5,433-87.5% | $2,342-70.9% |
| Participant deferral / active EE | $2,379 | $3,086-22.9% | $4,939-51.8% | $3,332-28.6% |
| Admin fee / account holder | $7 | $5,698-99.9% | $13,880-100.0% | $4,645-99.9% |