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 | Participant loan processing; Recordke... | $2,815 |
Participant contribution per participant 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.
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 | $6,564 | $36,916-82.2% | $156,549-95.8% | $57,658-88.6% |
| Participation rate | 89.4% | 63.4%+26.0pp | 84.0%+5.4pp | 70.2%+19.2pp |
| Annual return | 8.07% | 12.38%-4.3pp | 32.23%-24.2pp | 5.13%+2.9pp |
| Employer contribution / active EE | $286 | $1,571-81.8% | $5,501-94.8% | $1,974-85.5% |
| Participant deferral / active EE | $458 | $1,926-76.2% | $4,871-90.6% | $3,061-85.0% |
| Admin fee / account holder | $6 | $82-93.1% | $13,027-100.0% | $95-94.0% |