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 ... | $2,972 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,029 | $43,999+0.1% | $79,464-44.6% | $55,725-21.0% |
| Participation rate | 31.7% | 66.9%-35.3pp | 73.3%-41.7pp | 70.9%-39.2pp |
| Annual return | 21.82% | 1.81%+20.0pp | 718.14%-696.3pp | 244.93%-223.1pp |
| Employer contribution / active EE | $986 | $1,830-46.1% | $2,800-64.8% | $2,078-52.5% |
| Participant deferral / active EE | $1,174 | $2,538-53.7% | $3,704-68.3% | $3,356-65.0% |
| Admin fee / account holder | $11 | $118-90.5% | $5,113-99.8% | $115-90.3% |