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 | Participant loan processing; Claims p... | $1,173 |
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 | $21,916 | $53,127-58.7% | $86,590-74.7% | $70,131-68.8% |
| Participation rate | 97.1% | 65.3%+31.8pp | 73.5%+23.6pp | 69.5%+27.6pp |
| Annual return | 8.95% | 27.66%-18.7pp | 964.84%-955.9pp | 73.14%-64.2pp |
| Employer contribution / active EE | $1,196 | $2,068-42.2% | $2,839-57.9% | $2,342-48.9% |
| Participant deferral / active EE | $1,584 | $2,696-41.2% | $3,609-56.1% | $3,332-52.5% |
| Admin fee / account holder | $199 | $3,585-94.4% | $4,906-95.9% | $4,645-95.7% |