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 | Claims processing; Recordkeeping and ... | $1,826 |
Filed as: NEW YORK LIFE INSURANCE CO Service code 15 51 MADISON AVENUE · NEW YORK CITY, NY 10010 | Recordkeeping | $0 |
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 | $18,814 | $47,977-60.8% | $154,107-87.8% | $56,287-66.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 5.54% | 3.54%+2.0pp | 735.12%-729.6pp | -9.96%+15.5pp |
| Employer contribution / active EE | $1,059 | $2,169-51.2% | $5,298-80.0% | $2,111-49.8% |
| Participant deferral / active EE | $1,381 | $2,392-42.3% | $5,081-72.8% | $3,350-58.8% |
| Admin fee / account holder | $15 | $438-96.6% | $13,411-99.9% | $521-97.2% |