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 9-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... | $900 |
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 | $25,020 | $49,177-49.1% | $79,464-68.5% | $64,186-61.0% |
| Participation rate | 97.1% | 65.0%+32.0pp | 73.3%+23.7pp | 69.6%+27.5pp |
| Annual return | 10.03% | -1.16%+11.2pp | 718.14%-708.1pp | 7.63%+2.4pp |
| Employer contribution / active EE | $2,522 | $2,076+21.5% | $2,800-9.9% | $2,381+5.9% |
| Participant deferral / active EE | $3,692 | $2,821+30.9% | $3,704-0.3% | $3,470+6.4% |
| Admin fee / account holder | $7 | $3,839-99.8% | $5,113-99.9% | $4,888-99.9% |