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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $119,004 |
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Account maintenance fees; Recordkeepi... | $231 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,447 | $60,323+273.7% | $81,812+175.6% | $74,495+202.6% |
| Participation rate | 85.6% | 62.9%+22.7pp | 72.3%+13.2pp | 67.2%+18.4pp |
| Annual return | 15.73% | 16.90%-1.2pp | 773.79%-758.1pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $10,345 | $2,620+294.8% | $2,912+255.2% | $2,623+294.4% |
| Participant deferral / active EE | $9,812 | $3,387+189.6% | $4,319+127.2% | $4,346+125.8% |
| Admin fee / account holder | $4 | $1,486-99.7% | $7,386-99.9% | $1,942-99.8% |