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 9-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... | $412 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $58,791 | $41,854+40.5% | $73,843-20.4% | $52,331+12.3% |
| Participation rate | 34.9% | 66.2%-31.4pp | 73.4%-38.6pp | 68.1%-33.2pp |
| Annual return | 4.94% | 2.11%+2.8pp | 2267.84%-2262.9pp | 4.54%+0.4pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,562 | $2,498-37.5% | $3,583-56.4% | $3,022-48.3% |
| Admin fee / account holder | $18 | $493-96.3% | $4,880-99.6% | $592-96.9% |