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 | Recordkeeping and information managem... | $1,594 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,454 | $50,637-67.5% | $86,590-81.0% | $62,292-73.6% |
| Participation rate | 95.0% | 67.9%+27.1pp | 73.5%+21.4pp | 69.5%+25.4pp |
| Annual return | 10.37% | 20.80%-10.4pp | 964.84%-954.5pp | 28.90%-18.5pp |
| Employer contribution / active EE | $317 | $2,075-84.7% | $2,839-88.8% | $2,042-84.5% |
| Participant deferral / active EE | $1,828 | $2,611-30.0% | $3,609-49.3% | $3,169-42.3% |
| Admin fee / account holder | $11 | $413-97.3% | $4,906-99.8% | $479-97.7% |