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... | $2,212 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,772 | $52,953-89.1% | $172,739-96.7% | $65,185-91.1% |
| Participation rate | 98.4% | 66.2%+32.2pp | 82.6%+15.7pp | 70.2%+28.2pp |
| Annual return | 6.39% | 30.12%-23.7pp | 802.84%-796.5pp | 29.38%-23.0pp |
| Employer contribution / active EE | $1,235 | $2,190-43.6% | $5,143-76.0% | $2,177-43.3% |
| Participant deferral / active EE | $1,240 | $2,471-49.8% | $5,198-76.1% | $3,514-64.7% |
| Admin fee / account holder | $9 | $472-98.0% | $13,954-99.9% | $847-98.9% |