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 · EIN 13-1614399 320 PARK AVE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $1,212 |
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 | $29,546 | $51,620-42.8% | $90,281-67.3% | $65,185-54.7% |
| Participation rate | 95.8% | 68.6%+27.1pp | 73.3%+22.5pp | 70.2%+25.6pp |
| Annual return | 21.23% | 24.94%-3.7pp | 78.10%-56.9pp | 29.38%-8.2pp |
| Employer contribution / active EE | $2,210 | $2,235-1.1% | $2,854-22.6% | $2,177+1.5% |
| Participant deferral / active EE | $1,713 | $2,871-40.3% | $3,885-55.9% | $3,514-51.2% |
| Admin fee / account holder | $5 | $384-98.6% | $5,351-99.9% | $847-99.4% |