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... | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $45,315 | $37,196+21.8% | $154,107-70.6% | $55,725-18.7% |
| Participation rate | 94.0% | 64.1%+29.9pp | 83.0%+11.0pp | 70.9%+23.2pp |
| Annual return | -5.20% | 1319.68%-1324.9pp | 735.12%-740.3pp | 244.93%-250.1pp |
| Employer contribution / active EE | $2,622 | $1,614+62.4% | $5,298-50.5% | $2,078+26.2% |
| Participant deferral / active EE | $3,713 | $2,068+79.5% | $5,081-26.9% | $3,356+10.6% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |