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... | $1,639 |
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 | $9,754 | $37,196-73.8% | $154,107-93.7% | $55,725-82.5% |
| Participation rate | 95.2% | 64.1%+31.1pp | 83.0%+12.2pp | 70.9%+24.4pp |
| Annual return | 8.97% | 1319.68%-1310.7pp | 735.12%-726.2pp | 244.93%-236.0pp |
| Employer contribution / active EE | $554 | $1,614-65.7% | $5,298-89.6% | $2,078-73.4% |
| Participant deferral / active EE | $789 | $2,068-61.8% | $5,081-84.5% | $3,356-76.5% |
| Admin fee / account holder | $5 | $102-95.5% | $13,411-100.0% | $115-96.0% |