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; Recordkeeping and ... | $8,147 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,861 | $36,916-70.6% | $156,549-93.1% | $57,658-81.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 0.21% | 12.38%-12.2pp | 32.23%-32.0pp | 5.13%-4.9pp |
| Employer contribution / active EE | $798 | $1,571-49.2% | $5,501-85.5% | $1,974-59.6% |
| Participant deferral / active EE | $870 | $1,926-54.8% | $4,871-82.1% | $3,061-71.6% |
| Admin fee / account holder | $8 | $82-90.1% | $13,027-99.9% | $95-91.4% |