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; Participant loan p... | $849 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,904 | $54,237-52.2% | $90,281-71.3% | $67,579-61.7% |
| Participation rate | 42.3% | 68.6%-26.3pp | 73.3%-31.0pp | 71.3%-29.0pp |
| Annual return | 5.83% | 37.27%-31.4pp | 78.10%-72.3pp | 378.56%-372.7pp |
| Employer contribution / active EE | $404 | $1,846-78.1% | $2,854-85.9% | $2,148-81.2% |
| Participant deferral / active EE | $760 | $2,625-71.0% | $3,885-80.4% | $3,539-78.5% |
| Admin fee / account holder | $5 | $123-95.7% | $5,351-99.9% | $142-96.3% |