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 26 320 PARK AVENUE · NEW YORK, NY 10022 | Advisory (Participants) | $3,792 |
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.
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 | $13,084 | $55,453-76.4% | $170,442-92.3% | $62,292-79.0% |
| Participation rate | 96.0% | 66.4%+29.6pp | 83.6%+12.4pp | 69.5%+26.5pp |
| Annual return | 8.48% | 21.38%-12.9pp | 205.93%-197.4pp | 28.90%-20.4pp |
| Employer contribution / active EE | $1,486 | $2,164-31.3% | $5,433-72.7% | $2,042-27.3% |
| Participant deferral / active EE | $771 | $2,303-66.5% | $4,939-84.4% | $3,169-75.7% |
| Admin fee / account holder | $7 | $455-98.4% | $13,880-99.9% | $479-98.5% |