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... | $1,395 |
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 | $32,865 | $50,637-35.1% | $86,590-62.0% | $62,292-47.2% |
| Participation rate | 97.2% | 67.9%+29.3pp | 73.5%+23.6pp | 69.5%+27.7pp |
| Annual return | 13.61% | 20.80%-7.2pp | 964.84%-951.2pp | 28.90%-15.3pp |
| Employer contribution / active EE | $4,076 | $2,075+96.4% | $2,839+43.6% | $2,042+99.6% |
| Participant deferral / active EE | $1,919 | $2,611-26.5% | $3,609-46.8% | $3,169-39.5% |
| Admin fee / account holder | $7 | $413-98.4% | $4,906-99.9% | $479-98.6% |