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... | $3,168 |
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 | $20,190 | $55,453-63.6% | $170,442-88.2% | $62,292-67.6% |
| Participation rate | 96.8% | 66.4%+30.5pp | 83.6%+13.2pp | 69.5%+27.3pp |
| Annual return | 15.76% | 21.38%-5.6pp | 205.93%-190.2pp | 28.90%-13.1pp |
| Employer contribution / active EE | $863 | $2,164-60.1% | $5,433-84.1% | $2,042-57.8% |
| Participant deferral / active EE | $788 | $2,303-65.8% | $4,939-84.0% | $3,169-75.1% |
| Admin fee / account holder | $8 | $455-98.1% | $13,880-99.9% | $479-98.2% |