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... | $20 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,167 | $36,916+144.2% | $156,549-42.4% | $57,658+56.4% |
| Participation rate | 95.0% | 63.4%+31.5pp | 84.0%+10.9pp | 70.2%+24.7pp |
| Annual return | 9.27% | 12.38%-3.1pp | 32.23%-23.0pp | 5.13%+4.1pp |
| Employer contribution / active EE | $3,970 | $1,571+152.8% | $5,501-27.8% | $1,974+101.1% |
| Participant deferral / active EE | $4,637 | $1,926+140.8% | $4,871-4.8% | $3,061+51.5% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |