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 4-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 |
|---|---|---|
MUTUAL OF AMERICA SEC. CORP LLC1+ years Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,144 | $47,722-82.9% | $82,719-90.2% | $64,808-87.4% |
| Participation rate | 84.5% | 67.6%+16.8pp | 72.6%+11.9pp | 71.5%+13.0pp |
| Annual return | 0.00% | -13.05%+13.1pp | 701.18%-701.2pp | 32.82%-32.8pp |
| Employer contribution / active EE | $1,462 | $2,179-32.9% | $3,009-51.4% | $2,506-41.7% |
| Participant deferral / active EE | $1,414 | $3,329-57.5% | $4,395-67.8% | $4,310-67.2% |
| Admin fee / account holder | $339 | $143+137.3% | $5,329-93.6% | $188+80.7% |