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 | Claims processing; Participant loan p... | $2,300 |
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 | $17,214 | $75,284-77.1% | $91,001-81.1% | $69,631-75.3% |
| Participation rate | 92.4% | 80.4%+12.0pp | 75.6%+16.8pp | 70.7%+21.7pp |
| Annual return | 133.73% | 48.40%+85.3pp | 4.60%+129.1pp | 27571.02%-27437.3pp |
| Employer contribution / active EE | $1,074 | $2,473-56.5% | $2,456-56.2% | $2,032-47.1% |
| Participant deferral / active EE | $1,264 | $3,700-65.8% | $3,547-64.4% | $3,224-60.8% |
| Admin fee / account holder | $0 | $111-100.0% | $5,417-100.0% | $110-100.0% |