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 | Claims processing; Recordkeeping and ... | $1,977 |
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 | $22,788 | $55,453-58.9% | $170,442-86.6% | $62,292-63.4% |
| Participation rate | 96.0% | 66.4%+29.6pp | 83.6%+12.4pp | 69.5%+26.5pp |
| Annual return | 16.62% | 21.38%-4.8pp | 205.93%-189.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,186 | $2,164-45.2% | $5,433-78.2% | $2,042-41.9% |
| Participant deferral / active EE | $2,597 | $2,303+12.8% | $4,939-47.4% | $3,169-18.1% |
| Admin fee / account holder | $10 | $455-97.7% | $13,880-99.9% | $479-97.8% |