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... | $2,859 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,479 | $46,292-16.9% | $143,757-73.2% | $64,808-40.6% |
| Participation rate | 76.1% | 64.2%+11.9pp | 80.3%-4.2pp | 71.5%+4.7pp |
| Annual return | -17.22% | -10.05%-7.2pp | -0.04%-17.2pp | 32.82%-50.0pp |
| Employer contribution / active EE | $1,291 | $1,910-32.4% | $4,951-73.9% | $2,506-48.5% |
| Participant deferral / active EE | $3,265 | $2,646+23.4% | $5,637-42.1% | $4,310-24.3% |
| Admin fee / account holder | $5 | $154-97.0% | $14,673-100.0% | $188-97.6% |