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; Participant loan p... | $844 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,618 | $49,177-62.1% | $79,464-76.6% | $64,186-71.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.13% | -1.16%-3.0pp | 718.14%-722.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $597 | $2,076-71.2% | $2,800-78.7% | $2,381-74.9% |
| Participant deferral / active EE | $2,337 | $2,821-17.2% | $3,704-36.9% | $3,470-32.7% |
| Admin fee / account holder | $1,651 | $3,839-57.0% | $5,113-67.7% | $4,888-66.2% |