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 | Recordkeeping and information managem... | $1,372 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,152 | $54,762-85.1% | $90,281-91.0% | $72,985-88.8% |
| Participation rate | 93.5% | 65.1%+28.4pp | 73.3%+20.3pp | 69.5%+24.1pp |
| Annual return | 5.24% | 30.63%-25.4pp | 78.10%-72.9pp | 81.00%-75.8pp |
| Employer contribution / active EE | $477 | $2,092-77.2% | $2,854-83.3% | $2,440-80.5% |
| Participant deferral / active EE | $832 | $2,887-71.2% | $3,885-78.6% | $3,607-76.9% |
| Admin fee / account holder | $13 | $3,972-99.7% | $5,351-99.8% | $5,124-99.7% |