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 | Account maintenance fees; Claims proc... | $11,670 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,101 | $62,928-74.4% | $172,739-90.7% | $67,579-76.2% |
| Participation rate | 71.6% | 64.5%+7.1pp | 82.6%-11.1pp | 71.3%+0.3pp |
| Annual return | 4.89% | 30.36%-25.5pp | 802.84%-798.0pp | 378.56%-373.7pp |
| Employer contribution / active EE | $1,046 | $1,636-36.1% | $5,143-79.7% | $2,148-51.3% |
| Participant deferral / active EE | $1,469 | $2,145-31.5% | $5,198-71.7% | $3,539-58.5% |
| Admin fee / account holder | $84 | $167-49.3% | $13,954-99.4% | $142-40.7% |