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; Recordke... | $1,283 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,691 | $66,124-40.0% | $90,404-56.1% | $73,488-46.0% |
| Participation rate | 97.5% | 69.7%+27.9pp | 72.7%+24.9pp | 70.7%+26.9pp |
| Annual return | 17.60% | 17.65%-0.1pp | 1293.02%-1275.4pp | 28.51%-10.9pp |
| Employer contribution / active EE | $2,529 | $2,346+7.8% | $3,262-22.5% | $2,270+11.4% |
| Participant deferral / active EE | $2,565 | $3,039-15.6% | $3,963-35.3% | $3,740-31.4% |
| Admin fee / account holder | $6 | $396-98.4% | $5,611-99.9% | $513-98.8% |