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 | Participant loan processing; Recordke... | $9,740 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,155 | $36,916-75.2% | $156,549-94.2% | $57,658-84.1% |
| Participation rate | 97.0% | 63.4%+33.6pp | 84.0%+13.0pp | 70.2%+26.8pp |
| Annual return | 5.63% | 12.38%-6.8pp | 32.23%-26.6pp | 5.13%+0.5pp |
| Employer contribution / active EE | $708 | $1,571-54.9% | $5,501-87.1% | $1,974-64.2% |
| Participant deferral / active EE | $433 | $1,926-77.5% | $4,871-91.1% | $3,061-85.8% |
| Admin fee / account holder | $16 | $82-80.9% | $13,027-99.9% | $95-83.4% |