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 | $796 |
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 | $32,894 | $75,828-56.6% | $147,614-77.7% | $59,632-44.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 3.42% | 0.37%+3.0pp | 61.98%-58.6pp | 2041.28%-2037.9pp |
| Employer contribution / active EE | $1,446 | $3,485-58.5% | $5,564-74.0% | $2,203-34.4% |
| Participant deferral / active EE | $2,615 | $3,130-16.5% | $4,895-46.6% | $3,192-18.1% |
| Admin fee / account holder | $7 | $5,985-99.9% | $11,611-99.9% | $4,297-99.8% |