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 | Participant loan processing; Recordke... | $3,036 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,056 | $56,485-6.1% | $185,823-71.4% | $86,799-38.9% |
| Participation rate | 94.5% | 65.5%+29.0pp | 81.7%+12.8pp | 72.3%+22.2pp |
| Annual return | 15.96% | 118.04%-102.1pp | 122.05%-106.1pp | 97.91%-81.9pp |
| Employer contribution / active EE | $1,369 | $1,843-25.7% | $5,167-73.5% | $2,405-43.1% |
| Participant deferral / active EE | $3,332 | $2,553+30.5% | $5,568-40.2% | $4,131-19.3% |
| Admin fee / account holder | $6 | $150-95.9% | $16,237-100.0% | $170-96.4% |