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 | Participant loan processing; Claims p... | $3,255 |
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 | $36,662 | $63,905-42.6% | $74,183-50.6% | $57,658-36.4% |
| Participation rate | 97.2% | 79.8%+17.4pp | 76.6%+20.6pp | 70.2%+26.9pp |
| Annual return | 7.88% | 60.60%-52.7pp | 17.74%-9.9pp | 5.13%+2.7pp |
| Employer contribution / active EE | $2,484 | $1,840+35.0% | $2,370+4.8% | $1,974+25.9% |
| Participant deferral / active EE | $4,706 | $3,448+36.5% | $3,550+32.6% | $3,061+53.8% |
| Admin fee / account holder | $10 | $91-88.8% | $5,586-99.8% | $95-89.3% |