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... | $5,282 |
Participant contribution per participant 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $4,232 | $49,177-91.4% | $79,464-94.7% | $64,186-93.4% |
| Participation rate | 86.1% | 65.0%+21.1pp | 73.3%+12.8pp | 69.6%+16.5pp |
| Annual return | 4.08% | -1.16%+5.2pp | 718.14%-714.1pp | 7.63%-3.6pp |
| Employer contribution / active EE | $10,288 | $2,076+395.5% | $2,800+267.4% | $2,381+332.1% |
| Participant deferral / active EE | $681 | $2,821-75.9% | $3,704-81.6% | $3,470-80.4% |
| Admin fee / account holder | $13 | $3,839-99.7% | $5,113-99.7% | $4,888-99.7% |