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 | Direct payment from the plan; Recordk... | $139 |
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 | $39,218 | $62,928-37.7% | $172,739-77.3% | $67,579-42.0% |
| Participation rate | 97.8% | 64.5%+33.3pp | 82.6%+15.1pp | 71.3%+26.5pp |
| Annual return | 22.98% | 30.36%-7.4pp | 802.84%-779.9pp | 378.56%-355.6pp |
| Employer contribution / active EE | $1,191 | $1,636-27.2% | $5,143-76.8% | $2,148-44.5% |
| Participant deferral / active EE | $3,169 | $2,145+47.8% | $5,198-39.0% | $3,539-10.5% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |