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 | Recordkeeping and information managem... | $1,384 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,035 | $44,873-84.3% | $79,464-91.1% | $56,287-87.5% |
| Participation rate | 83.3% | 68.7%+14.6pp | 73.3%+10.0pp | 69.9%+13.5pp |
| Annual return | -7.65% | 0.81%-8.5pp | 718.14%-725.8pp | -9.96%+2.3pp |
| Employer contribution / active EE | $612 | $2,140-71.4% | $2,800-78.2% | $2,111-71.0% |
| Participant deferral / active EE | $1,005 | $2,746-63.4% | $3,704-72.9% | $3,350-70.0% |
| Admin fee / account holder | $6 | $418-98.6% | $5,113-99.9% | $521-98.9% |