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 | Claims processing; Recordkeeping and ... | $2,856 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,381 | $37,117-85.5% | $147,614-96.4% | $55,191-90.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | -1.38% | 3.44%-4.8pp | 61.98%-63.4pp | 10.78%-12.2pp |
| Employer contribution / active EE | $385 | $1,620-76.2% | $5,564-93.1% | $1,899-79.7% |
| Participant deferral / active EE | $507 | $1,985-74.4% | $4,895-89.6% | $3,046-83.3% |
| Admin fee / account holder | $7 | $86-91.3% | $11,611-99.9% | $91-91.8% |