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 10-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 | Claims processing; Recordkeeping and ... | $597 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,247 | $55,453-63.5% | $170,442-88.1% | $62,292-67.5% |
| Participation rate | 93.3% | 66.4%+27.0pp | 83.6%+9.7pp | 69.5%+23.8pp |
| Annual return | 22.45% | 21.38%+1.1pp | 205.93%-183.5pp | 28.90%-6.4pp |
| Employer contribution / active EE | $987 | $2,164-54.4% | $5,433-81.8% | $2,042-51.7% |
| Participant deferral / active EE | $1,893 | $2,303-17.8% | $4,939-61.7% | $3,169-40.3% |
| Admin fee / account holder | $70 | $455-84.6% | $13,880-99.5% | $479-85.4% |