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 | Recordkeeping and information managem... | $1,445 |
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 | $32,800 | $36,916-11.1% | $156,549-79.0% | $57,658-43.1% |
| Participation rate | 41.0% | 63.4%-22.4pp | 84.0%-43.0pp | 70.2%-29.2pp |
| Annual return | 10.49% | 12.38%-1.9pp | 32.23%-21.7pp | 5.13%+5.4pp |
| Employer contribution / active EE | $276 | $1,571-82.4% | $5,501-95.0% | $1,974-86.0% |
| Participant deferral / active EE | $1,023 | $1,926-46.9% | $4,871-79.0% | $3,061-66.6% |
| Admin fee / account holder | $7 | $82-91.6% | $13,027-99.9% | $95-92.7% |