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 | Recordkeeping and information managem... | $4,591 |
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 | $13,222 | $43,999-69.9% | $79,464-83.4% | $55,725-76.3% |
| Participation rate | 95.4% | 66.9%+28.4pp | 73.3%+22.0pp | 70.9%+24.5pp |
| Annual return | -6.31% | 1.81%-8.1pp | 718.14%-724.5pp | 244.93%-251.2pp |
| Employer contribution / active EE | $1,185 | $1,830-35.3% | $2,800-57.7% | $2,078-43.0% |
| Participant deferral / active EE | $1,710 | $2,538-32.6% | $3,704-53.8% | $3,356-49.0% |
| Admin fee / account holder | $9 | $118-92.4% | $5,113-99.8% | $115-92.2% |