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 | Account maintenance fees; Recordkeepi... | $0 |
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 | $85,379 | $47,977+78.0% | $154,107-44.6% | $56,287+51.7% |
| Participation rate | 94.1% | 66.2%+27.9pp | 83.0%+11.1pp | 69.9%+24.3pp |
| Annual return | 8.98% | 3.54%+5.4pp | 735.12%-726.1pp | -9.96%+18.9pp |
| Employer contribution / active EE | $4,374 | $2,169+101.7% | $5,298-17.4% | $2,111+107.2% |
| Participant deferral / active EE | $3,233 | $2,392+35.2% | $5,081-36.4% | $3,350-3.5% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |