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 | $970 |
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 | $33,486 | $46,732-28.3% | $156,549-78.6% | $55,167-39.3% |
| Participation rate | 97.1% | 65.8%+31.3pp | 84.0%+13.1pp | 69.0%+28.1pp |
| Annual return | 6.51% | 17.72%-11.2pp | 32.23%-25.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,284 | $2,105-39.0% | $5,501-76.7% | $1,963-34.6% |
| Participant deferral / active EE | $2,274 | $2,204+3.2% | $4,871-53.3% | $3,054-25.5% |
| Admin fee / account holder | $8 | $418-98.2% | $13,027-99.9% | $504-98.5% |