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... | $237 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,934 | $50,637-82.4% | $86,590-89.7% | $62,292-85.7% |
| Participation rate | 90.2% | 67.9%+22.4pp | 73.5%+16.7pp | 69.5%+20.7pp |
| Annual return | 17.20% | 20.80%-3.6pp | 964.84%-947.6pp | 28.90%-11.7pp |
| Employer contribution / active EE | $293 | $2,075-85.9% | $2,839-89.7% | $2,042-85.7% |
| Participant deferral / active EE | $1,230 | $2,611-52.9% | $3,609-65.9% | $3,169-61.2% |
| Admin fee / account holder | $1 | $413-99.7% | $4,906-100.0% | $479-99.7% |