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 28 320 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $0 |
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 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 | $14,934 | $91,190-83.6% | $178,490-91.6% | $79,858-81.3% |
| Participation rate | 63.2% | 69.2%-6.0pp | 81.9%-18.8pp | 69.6%-6.5pp |
| Annual return | 4.87% | 24.19%-19.3pp | 151.07%-146.2pp | 31.71%-26.8pp |
| Employer contribution / active EE | $839 | $3,256-74.2% | $5,011-83.3% | $2,471-66.0% |
| Participant deferral / active EE | $2,085 | $3,236-35.6% | $5,202-59.9% | $3,740-44.3% |
| Admin fee / account holder | $60 | $6,751-99.1% | $13,984-99.6% | $5,306-98.9% |