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 3-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 |
|---|---|---|
MUTUAL OF AMERICA SEC. CORP LLC1+ years Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $10,372 |
Participant contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,527 | $102,553-87.8% | $151,611-91.7% | $66,914-81.3% |
| Participation rate | 76.3% | 85.5%-9.2pp | 87.5%-11.2pp | 69.8%+6.5pp |
| Annual return | 0.00% | -10.82%+10.8pp | 3.33%-3.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,763 | $4,180-57.8% | $6,166-71.4% | $2,544-30.7% |
| Participant deferral / active EE | $2,513 | $6,641-62.2% | $8,363-70.0% | $4,237-40.7% |
| Admin fee / account holder | $84 | $630-86.7% | $11,616-99.3% | $593-85.8% |