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... | $4,442 |
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 | $37,526 | $43,423-13.6% | $78,689-52.3% | $55,167-32.0% |
| Participation rate | 93.6% | 68.0%+25.5pp | 73.6%+20.0pp | 69.0%+24.6pp |
| Annual return | 7.55% | 11.53%-4.0pp | 62.18%-54.6pp | 169.23%-161.7pp |
| Employer contribution / active EE | $638 | $1,997-68.1% | $2,851-77.6% | $1,963-67.5% |
| Participant deferral / active EE | $2,075 | $2,509-17.3% | $3,517-41.0% | $3,054-32.1% |
| Admin fee / account holder | $9 | $416-97.9% | $4,510-99.8% | $504-98.3% |