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 | Recordkeeping and information managem... | $617 |
Employer 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 | $10,459 | $47,977-78.2% | $154,107-93.2% | $56,287-81.4% |
| Participation rate | 76.6% | 66.2%+10.4pp | 83.0%-6.5pp | 69.9%+6.7pp |
| Annual return | -6.10% | 3.54%-9.6pp | 735.12%-741.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $156 | $2,169-92.8% | $5,298-97.1% | $2,111-92.6% |
| Participant deferral / active EE | $869 | $2,392-63.7% | $5,081-82.9% | $3,350-74.1% |
| Admin fee / account holder | $3 | $438-99.3% | $13,411-100.0% | $521-99.4% |