Filed August 4, 2026
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 Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $2,193 |
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 | $90,813 | $68,408+32.8% | $57,179+58.8% | $57,658+57.5% |
| Participation rate | 98.4% | 79.1%+19.2pp | 75.3%+23.0pp | 70.2%+28.2pp |
| Annual return | 8.29% | 8.51%-0.2pp | 14.59%-6.3pp | 5.13%+3.2pp |
| Employer contribution / active EE | $6,162 | $2,869+114.8% | $2,682+129.7% | $1,974+212.2% |
| Participant deferral / active EE | $6,380 | $2,903+119.7% | $3,096+106.1% | $3,061+108.5% |
| Admin fee / account holder | $4 | $70-94.6% | $3,139-99.9% | $95-96.0% |