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... | $1,358 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,535 | $55,453-64.8% | $170,442-88.5% | $62,292-68.6% |
| Participation rate | 93.7% | 66.4%+27.3pp | 83.6%+10.1pp | 69.5%+24.2pp |
| Annual return | 10.91% | 21.38%-10.5pp | 205.93%-195.0pp | 28.90%-18.0pp |
| Employer contribution / active EE | $1,134 | $2,164-47.6% | $5,433-79.1% | $2,042-44.5% |
| Participant deferral / active EE | $1,003 | $2,303-56.4% | $4,939-79.7% | $3,169-68.3% |
| Admin fee / account holder | $11 | $455-97.6% | $13,880-99.9% | $479-97.8% |