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... | $1,588 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,039 | $75,828-73.6% | $147,614-86.4% | $59,632-66.4% |
| Participation rate | 98.7% | 71.6%+27.1pp | 84.6%+14.1pp | 68.7%+30.0pp |
| Annual return | -0.05% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,077 | $3,485-69.1% | $5,564-80.6% | $2,203-51.1% |
| Participant deferral / active EE | $2,872 | $3,130-8.2% | $4,895-41.3% | $3,192-10.0% |
| Admin fee / account holder | $10 | $5,985-99.8% | $11,611-99.9% | $4,297-99.8% |