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... | $1,017 |
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 | $86,033 | $89,355-3.7% | $141,162-39.1% | $72,985+17.9% |
| Participation rate | 94.8% | 75.1%+19.7pp | 82.5%+12.3pp | 69.5%+25.3pp |
| Annual return | 17.99% | 111.85%-93.9pp | 71.39%-53.4pp | 81.00%-63.0pp |
| Employer contribution / active EE | $4,938 | $3,114+58.6% | $4,735+4.3% | $2,440+102.4% |
| Participant deferral / active EE | $3,916 | $5,418-27.7% | $6,709-41.6% | $3,607+8.6% |
| Admin fee / account holder | $6 | $5,958-99.9% | $10,261-99.9% | $5,124-99.9% |