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 6-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... | $1,664 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,521 | $53,127-42.6% | $86,590-64.8% | $70,131-56.5% |
| Participation rate | 78.8% | 65.3%+13.4pp | 73.5%+5.2pp | 69.5%+9.2pp |
| Annual return | 18.47% | 27.66%-9.2pp | 964.84%-946.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,487 | $2,068-28.1% | $2,839-47.6% | $2,342-36.5% |
| Participant deferral / active EE | $56 | $2,696-97.9% | $3,609-98.5% | $3,332-98.3% |
| Admin fee / account holder | $16 | $3,585-99.6% | $4,906-99.7% | $4,645-99.7% |