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 | Claims processing; Recordkeeping and ... | $832 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,913 | $48,076-64.8% | $78,689-78.5% | $62,891-73.1% |
| Participation rate | 88.5% | 65.2%+23.3pp | 73.6%+14.9pp | 69.3%+19.2pp |
| Annual return | 9.12% | 31.35%-22.2pp | 62.18%-53.1pp | 20.14%-11.0pp |
| Employer contribution / active EE | $791 | $2,015-60.8% | $2,851-72.3% | $2,281-65.3% |
| Participant deferral / active EE | $846 | $2,588-67.3% | $3,517-75.9% | $3,203-73.6% |
| Admin fee / account holder | $8 | $3,207-99.8% | $4,510-99.8% | $4,296-99.8% |