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... | $2,163 |
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 | $35,447 | $55,453-36.1% | $170,442-79.2% | $62,292-43.1% |
| Participation rate | 96.5% | 66.4%+30.1pp | 83.6%+12.9pp | 69.5%+26.9pp |
| Annual return | 15.12% | 21.38%-6.3pp | 205.93%-190.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $2,031 | $2,164-6.1% | $5,433-62.6% | $2,042-0.5% |
| Participant deferral / active EE | $1,000 | $2,303-56.6% | $4,939-79.7% | $3,169-68.4% |
| Admin fee / account holder | $21 | $455-95.3% | $13,880-99.8% | $479-95.6% |