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 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,463 | $47,722-63.4% | $82,719-78.9% | $64,808-73.1% |
| Participation rate | 100.0% | 67.6%+32.4pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -18.11% | -13.05%-5.1pp | 701.18%-719.3pp | 32.82%-50.9pp |
| Employer contribution / active EE | $1,709 | $2,179-21.6% | $3,009-43.2% | $2,506-31.8% |
| Participant deferral / active EE | $2,395 | $3,329-28.1% | $4,395-45.5% | $4,310-44.4% |
| Admin fee / account holder | $0 | $143-99.8% | $5,329-100.0% | $188-99.8% |