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 Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $7,884 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,568 | $50,815-41.8% | $155,509-81.0% | $77,643-61.9% |
| Participation rate | 68.2% | 63.1%+5.1pp | 78.2%-10.0pp | 70.6%-2.3pp |
| Annual return | 7.96% | 34.80%-26.8pp | 64.67%-56.7pp | 31.24%-23.3pp |
| Employer contribution / active EE | $643 | $1,993-67.7% | $4,672-86.2% | $2,726-76.4% |
| Participant deferral / active EE | $2,977 | $2,822+5.5% | $5,626-47.1% | $4,647-35.9% |
| Admin fee / account holder | $26 | $437-94.2% | $15,912-99.8% | $430-94.1% |