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 | Claims processing; Account maintenanc... | $1,273 |
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 | $22,605 | $52,953-57.3% | $172,739-86.9% | $65,185-65.3% |
| Participation rate | 92.7% | 66.2%+26.5pp | 82.6%+10.0pp | 70.2%+22.5pp |
| Annual return | 0.68% | 30.12%-29.4pp | 802.84%-802.2pp | 29.38%-28.7pp |
| Employer contribution / active EE | $1,180 | $2,190-46.1% | $5,143-77.0% | $2,177-45.8% |
| Participant deferral / active EE | $1,243 | $2,471-49.7% | $5,198-76.1% | $3,514-64.6% |
| Admin fee / account holder | $10 | $472-97.8% | $13,954-99.9% | $847-98.8% |