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 | $434 |
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 | $31,849 | $49,177-35.2% | $79,464-59.9% | $64,186-50.4% |
| Participation rate | 89.8% | 65.0%+24.8pp | 73.3%+16.4pp | 69.6%+20.2pp |
| Annual return | -3.89% | -1.16%-2.7pp | 718.14%-722.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,352 | $2,821-16.6% | $3,704-36.5% | $3,470-32.2% |
| Admin fee / account holder | $7 | $3,839-99.8% | $5,113-99.9% | $4,888-99.9% |