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 | $441 |
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 | $32,284 | $53,127-39.2% | $86,590-62.7% | $70,131-54.0% |
| Participation rate | 96.4% | 65.3%+31.1pp | 73.5%+22.8pp | 69.5%+26.8pp |
| Annual return | 17.40% | 27.66%-10.3pp | 964.84%-947.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,108 | $2,696-21.8% | $3,609-41.6% | $3,332-36.7% |
| Admin fee / account holder | $7 | $3,585-99.8% | $4,906-99.9% | $4,645-99.8% |