See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,632 | $47,722-2.3% | $82,719-43.6% | $64,808-28.0% |
| Participation rate | 6.1% | 67.6%-61.5pp | 72.6%-66.4pp | 71.5%-65.3pp |
| Annual return | -6.16% | -13.05%+6.9pp | 701.18%-707.3pp | 32.82%-39.0pp |
| Employer contribution / active EE | $0 | $2,179-100.0% | $3,009-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $144 | $3,329-95.7% | $4,395-96.7% | $4,310-96.6% |
| Admin fee / account holder | $4 | $143-97.2% | $5,329-99.9% | $188-97.9% |