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... | $3,865 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,586 | $46,732-68.8% | $156,549-90.7% | $55,167-73.6% |
| Participation rate | 93.5% | 65.8%+27.7pp | 84.0%+9.5pp | 69.0%+24.5pp |
| Annual return | 7.74% | 17.72%-10.0pp | 32.23%-24.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $719 | $2,105-65.8% | $5,501-86.9% | $1,963-63.4% |
| Participant deferral / active EE | $1,469 | $2,204-33.4% | $4,871-69.8% | $3,054-51.9% |
| Admin fee / account holder | $20 | $418-95.2% | $13,027-99.8% | $504-96.0% |