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 8-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Sales load... | $96,874 |
Filed as: MUTUAL OF AMERICA LIFE INS. CO. Service code 64 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping Fees | $1,480 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,689 | $41,256+52.0% | $86,590-27.6% | $77,958-19.6% |
| Participation rate | 98.3% | 63.0%+35.3pp | 73.5%+24.8pp | 71.6%+26.7pp |
| Annual return | 16.76% | 17.67%-0.9pp | 964.84%-948.1pp | 20.87%-4.1pp |
| Employer contribution / active EE | $4,831 | $1,613+199.6% | $2,839+70.2% | $2,310+109.1% |
| Participant deferral / active EE | $5,807 | $2,332+149.0% | $3,609+60.9% | $3,537+64.2% |
| Admin fee / account holder | $54 | $71-23.8% | $4,906-98.9% | $97-44.6% |