See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,229 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,839 | $55,415-4.6% | $155,509-66.0% | $74,495-29.1% |
| Participation rate | 37.6% | 61.9%-24.3pp | 78.2%-40.6pp | 67.2%-29.6pp |
| Annual return | 13.85% | 268.50%-254.6pp | 64.67%-50.8pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $733 | $2,267-67.7% | $4,672-84.3% | $2,623-72.1% |
| Participant deferral / active EE | $954 | $2,836-66.4% | $5,626-83.0% | $4,346-78.1% |
| Admin fee / account holder | $13 | $1,738-99.2% | $15,912-99.9% | $1,942-99.3% |