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 | Claims processing; Recordkeeping and ... | $910 |
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 | $17,748 | $77,634-77.1% | $156,549-88.7% | $62,891-71.8% |
| Participation rate | 96.8% | 71.2%+25.6pp | 84.0%+12.8pp | 69.3%+27.5pp |
| Annual return | 17.17% | 50.32%-33.2pp | 32.23%-15.1pp | 20.14%-3.0pp |
| Employer contribution / active EE | $1,196 | $3,444-65.3% | $5,501-78.3% | $2,281-47.6% |
| Participant deferral / active EE | $2,369 | $3,045-22.2% | $4,871-51.4% | $3,203-26.0% |
| Admin fee / account holder | $6 | $5,561-99.9% | $13,027-100.0% | $4,296-99.9% |