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 21 320 PARK AVENUE · NEW YORK, NY 10022 | Bank Trustee | $396 |
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 | $28,731 | $48,076-40.2% | $78,689-63.5% | $62,891-54.3% |
| Participation rate | 96.2% | 65.2%+31.0pp | 73.6%+22.7pp | 69.3%+26.9pp |
| Annual return | 10.02% | 31.35%-21.3pp | 62.18%-52.2pp | 20.14%-10.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,151 | $2,588-16.9% | $3,517-38.9% | $3,203-32.9% |
| Admin fee / account holder | $7 | $3,207-99.8% | $4,510-99.8% | $4,296-99.8% |