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 Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $32 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,386 | $52,953+70.7% | $172,739-47.7% | $65,185+38.7% |
| Participation rate | 96.6% | 66.2%+30.4pp | 82.6%+14.0pp | 70.2%+26.4pp |
| Annual return | 8.77% | 30.12%-21.4pp | 802.84%-794.1pp | 29.38%-20.6pp |
| Employer contribution / active EE | $4,289 | $2,190+95.9% | $5,143-16.6% | $2,177+97.1% |
| Participant deferral / active EE | $3,406 | $2,471+37.9% | $5,198-34.5% | $3,514-3.1% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |