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; Participant loan p... | $479 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,187 | $47,977-74.6% | $154,107-92.1% | $56,287-78.3% |
| Participation rate | 75.0% | 66.2%+8.8pp | 83.0%-8.0pp | 69.9%+5.1pp |
| Annual return | 1.36% | 3.54%-2.2pp | 735.12%-733.8pp | -9.96%+11.3pp |
| Employer contribution / active EE | $585 | $2,169-73.0% | $5,298-89.0% | $2,111-72.3% |
| Participant deferral / active EE | $1,538 | $2,392-35.7% | $5,081-69.7% | $3,350-54.1% |
| Admin fee / account holder | $7 | $438-98.5% | $13,411-99.9% | $521-98.7% |