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... | $1,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $35,304 | $46,173-23.5% | $170,442-79.3% | $69,631-49.3% |
| Participation rate | 40.5% | 63.9%-23.4pp | 83.6%-43.1pp | 70.7%-30.2pp |
| Annual return | 9.38% | 21.62%-12.2pp | 205.93%-196.5pp | 27571.02%-27561.6pp |
| Employer contribution / active EE | $286 | $1,610-82.2% | $5,433-94.7% | $2,032-85.9% |
| Participant deferral / active EE | $1,065 | $2,080-48.8% | $4,939-78.4% | $3,224-67.0% |
| Admin fee / account holder | $6 | $116-94.6% | $13,880-100.0% | $110-94.3% |