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 43-0817642 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $87 |
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 | $28,603 | $37,196-23.1% | $154,107-81.4% | $55,725-48.7% |
| Participation rate | 94.1% | 64.1%+30.0pp | 83.0%+11.1pp | 70.9%+23.2pp |
| Annual return | -5.00% | 1319.68%-1324.7pp | 735.12%-740.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,097 | $1,614-32.0% | $5,298-79.3% | $2,078-47.2% |
| Participant deferral / active EE | $2,638 | $2,068+27.5% | $5,081-48.1% | $3,356-21.4% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |