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 | Claims processing; Recordkeeping and ... | $4,756 |
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 | $24,636 | $60,165-59.1% | $74,183-66.8% | $55,167-55.3% |
| Participation rate | 89.5% | 74.2%+15.3pp | 76.6%+12.9pp | 69.0%+20.5pp |
| Annual return | 7.74% | 10.00%-2.3pp | 17.74%-10.0pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,824 | $1,600+14.0% | $2,370-23.0% | $1,963-7.1% |
| Participant deferral / active EE | $2,307 | $2,973-22.4% | $3,550-35.0% | $3,054-24.5% |
| Admin fee / account holder | $9 | $419-97.8% | $5,586-99.8% | $504-98.1% |