See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA SEC. CORP. LLC Service code 15 120 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $28,920 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE, STE 700 · SANTA MONICA, CA 90401 | Named fiduciary | $4,820 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,601 | $65,908-62.7% | $81,812-69.9% | $77,643-68.3% |
| Participation rate | 68.4% | 65.8%+2.6pp | 72.3%-3.9pp | 70.6%-2.2pp |
| Annual return | 9.45% | 26.64%-17.2pp | 773.79%-764.3pp | 31.24%-21.8pp |
| Employer contribution / active EE | $1,227 | $2,370-48.2% | $2,912-57.9% | $2,726-55.0% |
| Participant deferral / active EE | $1,647 | $3,505-53.0% | $4,319-61.9% | $4,647-64.6% |
| Admin fee / account holder | $61 | $526-88.4% | $7,386-99.2% | $430-85.8% |