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 | Recordkeeping and information managem... | $1,679 |
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 | $18,480 | $58,879-68.6% | $178,490-89.6% | $73,488-74.9% |
| Participation rate | 86.3% | 66.2%+20.1pp | 81.9%+4.4pp | 70.7%+15.6pp |
| Annual return | 5.07% | 24.86%-19.8pp | 151.07%-146.0pp | 28.51%-23.4pp |
| Employer contribution / active EE | $423 | $2,236-81.1% | $5,011-91.6% | $2,270-81.4% |
| Participant deferral / active EE | $2,053 | $2,567-20.0% | $5,202-60.5% | $3,740-45.1% |
| Admin fee / account holder | $7 | $400-98.4% | $13,984-100.0% | $513-98.7% |