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; Recordke... | $14,525 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,445 | $36,916-82.5% | $156,549-95.9% | $57,658-88.8% |
| Participation rate | 99.8% | 63.4%+36.4pp | 84.0%+15.8pp | 70.2%+29.6pp |
| Annual return | -0.49% | 12.38%-12.9pp | 32.23%-32.7pp | 5.13%-5.6pp |
| Employer contribution / active EE | $873 | $1,571-44.4% | $5,501-84.1% | $1,974-55.8% |
| Participant deferral / active EE | $683 | $1,926-64.5% | $4,871-86.0% | $3,061-77.7% |
| Admin fee / account holder | $50 | $82-39.4% | $13,027-99.6% | $95-47.1% |