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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,516 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Participant loan processing; Recordke... | $4,116 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,040 | $47,977-62.4% | $154,107-88.3% | $56,287-67.9% |
| Participation rate | 36.4% | 66.2%-29.7pp | 83.0%-46.6pp | 69.9%-33.4pp |
| Annual return | -4.36% | 3.54%-7.9pp | 735.12%-739.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,666 | $2,392-30.3% | $5,081-67.2% | $3,350-50.3% |
| Admin fee / account holder | $37 | $438-91.5% | $13,411-99.7% | $521-92.8% |