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 8-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... | $1,503 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,123 | $39,122-46.0% | $57,179-63.1% | $62,891-66.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 9.08% | 9.23%-0.2pp | 14.59%-5.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,635 | $1,874-12.8% | $2,682-39.1% | $2,281-28.3% |
| Participant deferral / active EE | $894 | $2,374-62.4% | $3,096-71.1% | $3,203-72.1% |
| Admin fee / account holder | $844 | $2,592-67.4% | $3,139-73.1% | $4,296-80.3% |