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... | $8,600 |
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 | $12,003 | $62,928-80.9% | $172,739-93.1% | $67,579-82.2% |
| Participation rate | 95.2% | 64.5%+30.7pp | 82.6%+12.5pp | 71.3%+23.9pp |
| Annual return | 4.96% | 30.36%-25.4pp | 802.84%-797.9pp | 378.56%-373.6pp |
| Employer contribution / active EE | $870 | $1,636-46.8% | $5,143-83.1% | $2,148-59.5% |
| Participant deferral / active EE | $1,023 | $2,145-52.3% | $5,198-80.3% | $3,539-71.1% |
| Admin fee / account holder | $7 | $167-95.9% | $13,954-100.0% | $142-95.2% |