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 9-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... | $2,180 |
Service code 15 · EIN 35-0145825 2550 INTERSTATE DR · HARRISURG, PA 17110 | Recordkeeping | $396 |
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 | $13,074 | $52,953-75.3% | $172,739-92.4% | $65,185-79.9% |
| Participation rate | 76.6% | 66.2%+10.4pp | 82.6%-6.0pp | 70.2%+6.4pp |
| Annual return | 2.07% | 30.12%-28.1pp | 802.84%-800.8pp | 29.38%-27.3pp |
| Employer contribution / active EE | $749 | $2,190-65.8% | $5,143-85.4% | $2,177-65.6% |
| Participant deferral / active EE | $826 | $2,471-66.6% | $5,198-84.1% | $3,514-76.5% |
| Admin fee / account holder | $15 | $472-96.8% | $13,954-99.9% | $847-98.2% |