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... | $1,235 |
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 | $10,043 | $47,977-79.1% | $154,107-93.5% | $56,287-82.2% |
| Participation rate | 87.4% | 66.2%+21.2pp | 83.0%+4.4pp | 69.9%+17.6pp |
| Annual return | 18.11% | 3.54%+14.6pp | 735.12%-717.0pp | -9.96%+28.1pp |
| Employer contribution / active EE | $571 | $2,169-73.7% | $5,298-89.2% | $2,111-73.0% |
| Participant deferral / active EE | $369 | $2,392-84.6% | $5,081-92.7% | $3,350-89.0% |
| Admin fee / account holder | $7 | $438-98.5% | $13,411-99.9% | $521-98.7% |