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 4-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 ... | $5,050 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,122 | $45,152-84.2% | $73,843-90.4% | $59,632-88.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 2.85% | 27.40%-24.6pp | 2267.84%-2265.0pp | 2041.28%-2038.4pp |
| Employer contribution / active EE | $312 | $1,902-83.6% | $2,787-88.8% | $2,203-85.8% |
| Participant deferral / active EE | $823 | $2,574-68.0% | $3,583-77.0% | $3,192-74.2% |
| Admin fee / account holder | $13 | $3,516-99.6% | $4,880-99.7% | $4,297-99.7% |