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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $1,723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,706 | $62,928-40.1% | $172,739-78.2% | $67,579-44.2% |
| Participation rate | 49.6% | 64.5%-14.8pp | 82.6%-33.0pp | 71.3%-21.6pp |
| Annual return | 3.32% | 30.36%-27.0pp | 802.84%-799.5pp | 378.56%-375.2pp |
| Employer contribution / active EE | $911 | $1,636-44.3% | $5,143-82.3% | $2,148-57.6% |
| Participant deferral / active EE | $1,166 | $2,145-45.6% | $5,198-77.6% | $3,539-67.1% |
| Admin fee / account holder | $9 | $167-94.5% | $13,954-99.9% | $142-93.6% |