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... | $1,015 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,911 | $31,388-55.7% | $73,545-81.1% | $62,292-77.7% |
| Participation rate | 84.2% | 39.9%+44.4pp | 54.9%+29.3pp | 69.5%+14.7pp |
| Annual return | 11.67% | 25.34%-13.7pp | -15.16%+26.8pp | 28.90%-17.2pp |
| Employer contribution / active EE | $424 | $498-14.8% | $1,219-65.2% | $2,042-79.2% |
| Participant deferral / active EE | $2,020 | $1,028+96.4% | $1,806+11.9% | $3,169-36.3% |
| Admin fee / account holder | $12 | $299-96.1% | $2,320-99.5% | $479-97.5% |