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; Claims proc... | $3,218 |
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 | $33,282 | $73,404-54.7% | $87,100-61.8% | $67,579-50.8% |
| Participation rate | 95.5% | 80.9%+14.7pp | 76.9%+18.7pp | 71.3%+24.3pp |
| Annual return | 2.53% | 48.29%-45.8pp | 28.19%-25.7pp | 378.56%-376.0pp |
| Employer contribution / active EE | $1,180 | $2,014-41.4% | $2,521-53.2% | $2,148-45.1% |
| Participant deferral / active EE | $2,476 | $3,913-36.7% | $4,049-38.8% | $3,539-30.0% |
| Admin fee / account holder | $9 | $142-93.3% | $7,497-99.9% | $142-93.3% |