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 | Claims processing; Recordkeeping and ... | $2,650 |
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 | $5,740 | $33,067-82.6% | $76,523-92.5% | $56,287-89.8% |
| Participation rate | 92.0% | 55.4%+36.6pp | 68.0%+24.0pp | 69.9%+22.1pp |
| Annual return | -5.98% | 2.72%-8.7pp | -0.27%-5.7pp | -9.96%+4.0pp |
| Employer contribution / active EE | $845 | $1,200-29.6% | $2,647-68.1% | $2,111-60.0% |
| Participant deferral / active EE | $1,195 | $2,240-46.7% | $3,835-68.8% | $3,350-64.3% |
| Admin fee / account holder | $11 | $537-98.0% | $4,848-99.8% | $521-98.0% |