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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $29,388 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 · EIN 13-1614399 | Recordkeeping | $279 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,653 | $47,977-29.9% | $154,107-78.2% | $56,287-40.2% |
| Participation rate | 99.2% | 66.2%+33.0pp | 83.0%+16.1pp | 69.9%+29.3pp |
| Annual return | -2.24% | 3.54%-5.8pp | 735.12%-737.4pp | -9.96%+7.7pp |
| Employer contribution / active EE | $1,771 | $2,169-18.4% | $5,298-66.6% | $2,111-16.1% |
| Participant deferral / active EE | $2,788 | $2,392+16.6% | $5,081-45.1% | $3,350-16.8% |
| Admin fee / account holder | $16 | $438-96.3% | $13,411-99.9% | $521-96.9% |