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 | Participant loan processing; Recordke... | $7,854 |
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 | $29,244 | $36,916-20.8% | $156,549-81.3% | $57,658-49.3% |
| Participation rate | 95.3% | 63.4%+31.8pp | 84.0%+11.3pp | 70.2%+25.0pp |
| Annual return | 8.37% | 12.38%-4.0pp | 32.23%-23.9pp | 5.13%+3.2pp |
| Employer contribution / active EE | $1,387 | $1,571-11.7% | $5,501-74.8% | $1,974-29.7% |
| Participant deferral / active EE | $2,728 | $1,926+41.6% | $4,871-44.0% | $3,061-10.9% |
| Admin fee / account holder | $10 | $82-88.2% | $13,027-99.9% | $95-89.7% |