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 ... | $974 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,288 | $84,233-64.0% | $170,442-82.2% | $70,131-56.8% |
| Participation rate | 78.5% | 70.8%+7.6pp | 83.6%-5.1pp | 69.5%+8.9pp |
| Annual return | 8.14% | 23.06%-14.9pp | 205.93%-197.8pp | 73.14%-65.0pp |
| Employer contribution / active EE | $1,298 | $3,387-61.7% | $5,433-76.1% | $2,342-44.6% |
| Participant deferral / active EE | $2,045 | $3,086-33.7% | $4,939-58.6% | $3,332-38.6% |
| Admin fee / account holder | $10 | $5,698-99.8% | $13,880-99.9% | $4,645-99.8% |