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 | Recordkeeping and information managem... | $167 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,841 | $50,815-43.2% | $155,509-81.5% | $77,643-62.9% |
| Participation rate | 90.9% | 63.1%+27.8pp | 78.2%+12.7pp | 70.6%+20.3pp |
| Annual return | 14.81% | 34.80%-20.0pp | 64.67%-49.9pp | 31.24%-16.4pp |
| Employer contribution / active EE | $2,073 | $1,993+4.0% | $4,672-55.6% | $2,726-23.9% |
| Participant deferral / active EE | $2,940 | $2,822+4.2% | $5,626-47.7% | $4,647-36.7% |
| Admin fee / account holder | $37 | $437-91.5% | $15,912-99.8% | $430-91.4% |