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 ... | $2,078 |
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 | $4,350 | $47,977-90.9% | $154,107-97.2% | $56,287-92.3% |
| Participation rate | 93.3% | 66.2%+27.1pp | 83.0%+10.3pp | 69.9%+23.4pp |
| Annual return | 22.71% | 3.54%+19.2pp | 735.12%-712.4pp | -9.96%+32.7pp |
| Employer contribution / active EE | $1,119 | $2,169-48.4% | $5,298-78.9% | $2,111-47.0% |
| Participant deferral / active EE | $1,053 | $2,392-56.0% | $5,081-79.3% | $3,350-68.6% |
| Admin fee / account holder | $9 | $438-97.8% | $13,411-99.9% | $521-98.2% |