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 9-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 | Account maintenance fees; Recordkeepi... | $3,249 |
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 | $30,887 | $65,118-52.6% | $76,768-59.8% | $55,725-44.6% |
| Participation rate | 98.0% | 79.6%+18.4pp | 77.0%+21.1pp | 70.9%+27.2pp |
| Annual return | 8.93% | -1.27%+10.2pp | 2.43%+6.5pp | 244.93%-236.0pp |
| Employer contribution / active EE | $1,073 | $1,941-44.7% | $2,485-56.8% | $2,078-48.4% |
| Participant deferral / active EE | $2,166 | $3,688-41.3% | $3,852-43.8% | $3,356-35.5% |
| Admin fee / account holder | $10 | $116-91.6% | $6,675-99.9% | $115-91.5% |