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 | Participant loan processing; Claims p... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,731 | $48,076+24.2% | $78,689-24.1% | $62,891-5.0% |
| Participation rate | 60.0% | 65.2%-5.2pp | 73.6%-13.6pp | 69.3%-9.3pp |
| Annual return | 9.03% | 31.35%-22.3pp | 62.18%-53.1pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,932 | $2,015-4.1% | $2,851-32.2% | $2,281-15.3% |
| Participant deferral / active EE | $2,353 | $2,588-9.1% | $3,517-33.1% | $3,203-26.5% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |