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 | Claims processing; Recordkeeping and ... | $428 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,000 | $65,061-46.2% | $143,757-75.7% | $66,914-47.7% |
| Participation rate | 42.3% | 65.2%-22.9pp | 80.3%-38.0pp | 69.8%-27.5pp |
| Annual return | -13.93% | -11.14%-2.8pp | -0.04%-13.9pp | 1.58%-15.5pp |
| Employer contribution / active EE | $874 | $2,361-63.0% | $4,951-82.3% | $2,544-65.6% |
| Participant deferral / active EE | $1,015 | $2,919-65.2% | $5,637-82.0% | $4,237-76.0% |
| Admin fee / account holder | $6 | $502-98.8% | $14,673-100.0% | $593-99.0% |