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... | $518 |
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 | $92,059 | $73,102+25.9% | $123,544-25.5% | $56,287+63.6% |
| Participation rate | 87.5% | 74.3%+13.2pp | 82.3%+5.2pp | 69.9%+17.6pp |
| Annual return | -2.74% | 3.01%-5.7pp | 119.20%-121.9pp | -9.96%+7.2pp |
| Employer contribution / active EE | $2,383 | $2,977-19.9% | $4,628-48.5% | $2,111+12.9% |
| Participant deferral / active EE | $4,562 | $5,423-15.9% | $6,426-29.0% | $3,350+36.2% |
| Admin fee / account holder | $2 | $554-99.6% | $9,284-100.0% | $521-99.6% |