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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $28,950 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $0 |
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 | $34,561 | $50,637-31.7% | $86,590-60.1% | $62,292-44.5% |
| Participation rate | 95.9% | 67.9%+28.0pp | 73.5%+22.3pp | 69.5%+26.4pp |
| Annual return | 11.88% | 20.80%-8.9pp | 964.84%-953.0pp | 28.90%-17.0pp |
| Employer contribution / active EE | $1,406 | $2,075-32.2% | $2,839-50.5% | $2,042-31.1% |
| Participant deferral / active EE | $2,608 | $2,611-0.1% | $3,609-27.7% | $3,169-17.7% |
| Admin fee / account holder | $101 | $413-75.5% | $4,906-97.9% | $479-78.9% |