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 | Account maintenance fees; Recordkeepi... | $1,298 |
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 | $22,369 | $47,977-53.4% | $154,107-85.5% | $56,287-60.3% |
| Participation rate | 93.6% | 66.2%+27.5pp | 83.0%+10.6pp | 69.9%+23.8pp |
| Annual return | 9.75% | 3.54%+6.2pp | 735.12%-725.4pp | -9.96%+19.7pp |
| Employer contribution / active EE | $1,174 | $2,169-45.9% | $5,298-77.8% | $2,111-44.4% |
| Participant deferral / active EE | $1,193 | $2,392-50.1% | $5,081-76.5% | $3,350-64.4% |
| Admin fee / account holder | $10 | $438-97.6% | $13,411-99.9% | $521-98.0% |