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 |
|---|---|---|
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,088 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,580 | $55,415-14.1% | $155,509-69.4% | $74,495-36.1% |
| Participation rate | 89.3% | 61.9%+27.4pp | 78.2%+11.1pp | 67.2%+22.1pp |
| Annual return | 15.70% | 268.50%-252.8pp | 64.67%-49.0pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $1,537 | $2,267-32.2% | $4,672-67.1% | $2,623-41.4% |
| Participant deferral / active EE | $2,832 | $2,836-0.1% | $5,626-49.7% | $4,346-34.8% |
| Admin fee / account holder | $8 | $1,738-99.6% | $15,912-100.0% | $1,942-99.6% |