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 | $41,191 |
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 10 · EIN 13-1614399 | Accounting | $167 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,920 | $55,415-15.3% | $155,509-69.8% | $74,495-37.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.97% | 268.50%-252.5pp | 64.67%-48.7pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $2,244 | $2,267-1.0% | $4,672-52.0% | $2,623-14.5% |
| Participant deferral / active EE | $3,913 | $2,836+38.0% | $5,626-30.5% | $4,346-10.0% |
| Admin fee / account holder | $9 | $1,738-99.5% | $15,912-99.9% | $1,942-99.6% |