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... | $847 |
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 | $41,542 | $84,233-50.7% | $170,442-75.6% | $70,131-40.8% |
| Participation rate | 95.2% | 70.8%+24.4pp | 83.6%+11.6pp | 69.5%+25.7pp |
| Annual return | 12.98% | 23.06%-10.1pp | 205.93%-192.9pp | 73.14%-60.2pp |
| Employer contribution / active EE | $996 | $3,387-70.6% | $5,433-81.7% | $2,342-57.5% |
| Participant deferral / active EE | $2,839 | $3,086-8.0% | $4,939-42.5% | $3,332-14.8% |
| Admin fee / account holder | $7 | $5,698-99.9% | $13,880-99.9% | $4,645-99.8% |