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... | $1,457 |
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 | $27,359 | $49,177-44.4% | $79,464-65.6% | $64,186-57.4% |
| Participation rate | 73.1% | 65.0%+8.0pp | 73.3%-0.3pp | 69.6%+3.5pp |
| Annual return | -7.76% | -1.16%-6.6pp | 718.14%-725.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,555 | $2,076-25.1% | $2,800-44.5% | $2,381-34.7% |
| Participant deferral / active EE | $126 | $2,821-95.5% | $3,704-96.6% | $3,470-96.4% |
| Admin fee / account holder | $15 | $3,839-99.6% | $5,113-99.7% | $4,888-99.7% |