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 ... | $968 |
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 | $25,664 | $53,127-51.7% | $86,590-70.4% | $70,131-63.4% |
| Participation rate | 91.4% | 65.3%+26.1pp | 73.5%+17.8pp | 69.5%+21.8pp |
| Annual return | 13.07% | 27.66%-14.6pp | 964.84%-951.8pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,393 | $2,068-32.7% | $2,839-51.0% | $2,342-40.6% |
| Participant deferral / active EE | $1,459 | $2,696-45.9% | $3,609-59.6% | $3,332-56.2% |
| Admin fee / account holder | $63 | $3,585-98.2% | $4,906-98.7% | $4,645-98.6% |