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 | Participant loan processing; Recordke... | $2,176 |
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 | $15,200 | $52,953-71.3% | $172,739-91.2% | $65,185-76.7% |
| Participation rate | 99.4% | 66.2%+33.2pp | 82.6%+16.7pp | 70.2%+29.2pp |
| Annual return | 6.02% | 30.12%-24.1pp | 802.84%-796.8pp | 29.38%-23.4pp |
| Employer contribution / active EE | $1,562 | $2,190-28.7% | $5,143-69.6% | $2,177-28.2% |
| Participant deferral / active EE | $1,402 | $2,471-43.2% | $5,198-73.0% | $3,514-60.1% |
| Admin fee / account holder | $11 | $472-97.6% | $13,954-99.9% | $847-98.7% |