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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $61,854 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE, STE 700 · SANTA MONICA, CA 90401 | Named fiduciary | $10,309 |
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 | $26,158 | $61,058-57.2% | $71,209-63.3% | $85,563-69.4% |
| Participation rate | 71.9% | 58.6%+13.4pp | 73.8%-1.8pp | 66.0%+6.0pp |
| Annual return | 9.97% | 100.41%-90.4pp | 282.51%-272.5pp | 31.51%-21.5pp |
| Employer contribution / active EE | $1,379 | $2,199-37.3% | $2,721-49.3% | $2,654-48.0% |
| Participant deferral / active EE | $1,837 | $3,173-42.1% | $4,175-56.0% | $4,375-58.0% |
| Admin fee / account holder | $107 | $855-87.5% | $5,349-98.0% | $834-87.2% |