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 | Participant loan processing; Recordke... | $4,162 |
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 | $20,285 | $36,916-45.1% | $156,549-87.0% | $57,658-64.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 0.58% | 12.38%-11.8pp | 32.23%-31.6pp | 5.13%-4.6pp |
| Employer contribution / active EE | $1,304 | $1,571-17.0% | $5,501-76.3% | $1,974-33.9% |
| Participant deferral / active EE | $982 | $1,926-49.0% | $4,871-79.8% | $3,061-67.9% |
| Admin fee / account holder | $12 | $82-85.9% | $13,027-99.9% | $95-87.7% |