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 ... | $2,843 |
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 | $21,506 | $76,000-71.7% | $154,107-86.0% | $64,186-66.5% |
| Participation rate | 97.9% | 70.4%+27.5pp | 83.0%+14.8pp | 69.6%+28.3pp |
| Annual return | -5.72% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,780 | $3,351-46.9% | $5,298-66.4% | $2,381-25.2% |
| Participant deferral / active EE | $3,820 | $3,175+20.3% | $5,081-24.8% | $3,470+10.1% |
| Admin fee / account holder | $14 | $5,596-99.7% | $13,411-99.9% | $4,888-99.7% |