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... | $1,353 |
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,110 | $55,191-87.1% | $40,757-82.6% | $55,191-87.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 79.3%+20.7pp | 69.2%+30.8pp |
| Annual return | 2.98% | 10.78%-7.8pp | -0.50%+3.5pp | 10.78%-7.8pp |
| Employer contribution / active EE | $711 | $1,899-62.5% | $3,004-76.3% | $1,899-62.5% |
| Participant deferral / active EE | $553 | $3,046-81.9% | $3,485-84.1% | $3,046-81.9% |
| Admin fee / account holder | $4 | $91-95.4% | $4,272-99.9% | $91-95.4% |