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... | $3,682 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,872 | $46,732-70.3% | $156,549-91.1% | $55,167-74.9% |
| Participation rate | 95.8% | 65.8%+30.0pp | 84.0%+11.7pp | 69.0%+26.8pp |
| Annual return | 6.58% | 17.72%-11.1pp | 32.23%-25.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $188 | $2,105-91.1% | $5,501-96.6% | $1,963-90.4% |
| Participant deferral / active EE | $680 | $2,204-69.2% | $4,871-86.0% | $3,054-77.7% |
| Admin fee / account holder | $8 | $418-98.1% | $13,027-99.9% | $504-98.4% |