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 8-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; Recordke... | $5,570 |
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 | $51,815 | $62,928-17.7% | $172,739-70.0% | $67,579-23.3% |
| Participation rate | 98.0% | 64.5%+33.5pp | 82.6%+15.3pp | 71.3%+26.7pp |
| Annual return | -0.34% | 30.36%-30.7pp | 802.84%-803.2pp | 378.56%-378.9pp |
| Employer contribution / active EE | $3,757 | $1,636+129.6% | $5,143-26.9% | $2,148+74.9% |
| Participant deferral / active EE | $2,011 | $2,145-6.3% | $5,198-61.3% | $3,539-43.2% |
| Admin fee / account holder | $42 | $167-75.0% | $13,954-99.7% | $142-70.8% |