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 | $1,268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,210 | $84,233-77.2% | $170,442-88.7% | $70,131-72.6% |
| Participation rate | 67.1% | 70.8%-3.7pp | 83.6%-16.5pp | 69.5%-2.5pp |
| Annual return | 8.28% | 23.06%-14.8pp | 205.93%-197.7pp | 73.14%-64.9pp |
| Employer contribution / active EE | $1,707 | $3,387-49.6% | $5,433-68.6% | $2,342-27.1% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11 | $5,698-99.8% | $13,880-99.9% | $4,645-99.8% |