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... | $2,138 |
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 | $31,228 | $47,977-34.9% | $154,107-79.7% | $56,287-44.5% |
| Participation rate | 97.1% | 66.2%+31.0pp | 83.0%+14.1pp | 69.9%+27.3pp |
| Annual return | -7.16% | 3.54%-10.7pp | 735.12%-742.3pp | -9.96%+2.8pp |
| Employer contribution / active EE | $2,199 | $2,169+1.4% | $5,298-58.5% | $2,111+4.2% |
| Participant deferral / active EE | $1,052 | $2,392-56.0% | $5,081-79.3% | $3,350-68.6% |
| Admin fee / account holder | $19 | $438-95.7% | $13,411-99.9% | $521-96.3% |