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 4-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 23 320 PARK AVENUE · NEW YORK, NY 10022 | Insurance services | $1,678 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,350 | $46,732-45.8% | $156,549-83.8% | $55,167-54.0% |
| Participation rate | 70.5% | 65.8%+4.7pp | 84.0%-13.5pp | 69.0%+1.5pp |
| Annual return | 4.52% | 17.72%-13.2pp | 32.23%-27.7pp | 169.23%-164.7pp |
| Employer contribution / active EE | $1,280 | $2,105-39.2% | $5,501-76.7% | $1,963-34.8% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $11 | $418-97.3% | $13,027-99.9% | $504-97.7% |