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 ... | $508 |
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 | $25,177 | $48,076-47.6% | $78,689-68.0% | $62,891-60.0% |
| Participation rate | 95.3% | 65.2%+30.1pp | 73.6%+21.7pp | 69.3%+26.0pp |
| Annual return | 17.02% | 31.35%-14.3pp | 62.18%-45.2pp | 20.14%-3.1pp |
| Employer contribution / active EE | $1,607 | $2,015-20.3% | $2,851-43.6% | $2,281-29.6% |
| Participant deferral / active EE | $3,292 | $2,588+27.2% | $3,517-6.4% | $3,203+2.8% |
| Admin fee / account holder | $4 | $3,207-99.9% | $4,510-99.9% | $4,296-99.9% |