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... | $1,144 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,110 | $84,233-88.0% | $170,442-94.1% | $70,131-85.6% |
| Participation rate | 89.0% | 70.8%+18.2pp | 83.6%+5.4pp | 69.5%+19.5pp |
| Annual return | 13.86% | 23.06%-9.2pp | 205.93%-192.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $342 | $3,387-89.9% | $5,433-93.7% | $2,342-85.4% |
| Participant deferral / active EE | $1,685 | $3,086-45.4% | $4,939-65.9% | $3,332-49.4% |
| Admin fee / account holder | $10 | $5,698-99.8% | $13,880-99.9% | $4,645-99.8% |