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 | Recordkeeping and information managem... | $1,757 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,945 | $55,453-69.4% | $170,442-90.1% | $62,292-72.8% |
| Participation rate | 99.1% | 66.4%+32.7pp | 83.6%+15.5pp | 69.5%+29.6pp |
| Annual return | 7.49% | 21.38%-13.9pp | 205.93%-198.4pp | 28.90%-21.4pp |
| Employer contribution / active EE | $1,299 | $2,164-40.0% | $5,433-76.1% | $2,042-36.4% |
| Participant deferral / active EE | $1,007 | $2,303-56.3% | $4,939-79.6% | $3,169-68.2% |
| Admin fee / account holder | $14 | $455-97.0% | $13,880-99.9% | $479-97.1% |