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... | $2,037 |
Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 28 · EIN 13-5570651 | Investment Management | $0 |
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 | $33,398 | $46,732-28.5% | $156,549-78.7% | $55,167-39.5% |
| Participation rate | 97.2% | 65.8%+31.4pp | 84.0%+13.2pp | 69.0%+28.2pp |
| Annual return | 12.96% | 17.72%-4.8pp | 32.23%-19.3pp | 169.23%-156.3pp |
| Employer contribution / active EE | $2,047 | $2,105-2.8% | $5,501-62.8% | $1,963+4.3% |
| Participant deferral / active EE | $1,135 | $2,204-48.5% | $4,871-76.7% | $3,054-62.8% |
| Admin fee / account holder | $10 | $418-97.6% | $13,027-99.9% | $504-98.0% |