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 LLC3+ years Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $33,691 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,148 | $64,660-75.0% | $81,812-80.3% | - |
| Participation rate | 99.3% | 64.3%+35.0pp | 72.3%+27.0pp | - |
| Annual return | 16.99% | 13.48%+3.5pp | 773.79%-756.8pp | - |
| Employer contribution / active EE | $2,066 | $3,065-32.6% | $2,912-29.1% | - |
| Participant deferral / active EE | $2,328 | $3,215-27.6% | $4,319-46.1% | - |
| Admin fee / account holder | $29 | $2,218-98.7% | $7,386-99.6% | - |