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 | Participant loan processing; Claims p... | $3,746 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,836 | $37,117-35.8% | $147,614-83.9% | $55,191-56.8% |
| Participation rate | 52.5% | 63.6%-11.1pp | 84.6%-32.1pp | 69.2%-16.6pp |
| Annual return | -0.42% | 3.44%-3.9pp | 61.98%-62.4pp | 10.78%-11.2pp |
| Employer contribution / active EE | $414 | $1,620-74.5% | $5,564-92.6% | $1,899-78.2% |
| Participant deferral / active EE | $1,223 | $1,985-38.4% | $4,895-75.0% | $3,046-59.8% |
| Admin fee / account holder | $8 | $86-90.4% | $11,611-99.9% | $91-90.9% |