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 |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $3,353 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $30,118 | $55,453-45.7% | $170,442-82.3% | $62,292-51.7% |
| Participation rate | 64.3% | 66.4%-2.1pp | 83.6%-19.3pp | 69.5%-5.2pp |
| Annual return | 17.21% | 21.38%-4.2pp | 205.93%-188.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,126 | $2,164-47.9% | $5,433-79.3% | $2,042-44.8% |
| Participant deferral / active EE | $2,514 | $2,303+9.2% | $4,939-49.1% | $3,169-20.7% |
| Admin fee / account holder | $132 | $455-71.0% | $13,880-99.0% | $479-72.4% |