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 | Account maintenance fees; Claims proc... | $905 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,719 | $21,859+118.3% | - | $64,186-25.7% |
| Participation rate | 89.8% | 49.4%+40.4pp | - | 69.6%+20.2pp |
| Annual return | -1.91% | -2.64%+0.7pp | - | 7.63%-9.5pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | - | $2,381-100.0% |
| Participant deferral / active EE | $2,622 | $1,289+103.4% | - | $3,470-24.4% |
| Admin fee / account holder | $8 | $1,657-99.5% | - | $4,888-99.8% |