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; Recordke... | $3,391 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,280 | $55,453-54.4% | $170,442-85.2% | $62,292-59.4% |
| Participation rate | 79.9% | 66.4%+13.5pp | 83.6%-3.7pp | 69.5%+10.4pp |
| Annual return | 12.37% | 21.38%-9.0pp | 205.93%-193.6pp | 28.90%-16.5pp |
| Employer contribution / active EE | $604 | $2,164-72.1% | $5,433-88.9% | $2,042-70.4% |
| Participant deferral / active EE | $1,780 | $2,303-22.7% | $4,939-64.0% | $3,169-43.8% |
| Admin fee / account holder | $7 | $455-98.5% | $13,880-100.0% | $479-98.6% |