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 | $34,351 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 10 · EIN 13-1614399 | Accounting | $24 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,025 | $61,272-23.3% | $149,673-68.6% | $71,457-34.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 16.19% | 35.85%-19.7pp | 134.42%-118.2pp | 28.85%-12.7pp |
| Employer contribution / active EE | $2,016 | $2,378-15.2% | $4,818-58.1% | $2,588-22.1% |
| Participant deferral / active EE | $4,179 | $2,917+43.3% | $5,680-26.4% | $4,289-2.6% |
| Admin fee / account holder | $6 | $1,261-99.5% | $13,210-100.0% | $1,587-99.6% |