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 9-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 | Claims processing; Recordkeeping and ... | $6,685 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,311 | $48,064-22.4% | $78,778-52.6% | $69,631-46.4% |
| Participation rate | 73.1% | 61.6%+11.6pp | 69.2%+3.9pp | 70.7%+2.4pp |
| Annual return | 26.30% | 21.81%+4.5pp | 35.62%-9.3pp | 27571.02%-27544.7pp |
| Employer contribution / active EE | $912 | $744+22.7% | $1,986-54.0% | $2,032-55.1% |
| Participant deferral / active EE | $3,328 | $2,079+60.1% | $2,958+12.5% | $3,224+3.2% |
| Admin fee / account holder | $0 | $152-99.9% | $5,134-100.0% | $110-99.9% |