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 | Recordkeeping and information managem... | $3,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,109 | $54,237-20.5% | $90,281-52.3% | $67,579-36.2% |
| Participation rate | 27.6% | 68.6%-41.1pp | 73.3%-45.7pp | 71.3%-43.7pp |
| Annual return | 5.61% | 37.27%-31.7pp | 78.10%-72.5pp | 378.56%-372.9pp |
| Employer contribution / active EE | $872 | $1,846-52.8% | $2,854-69.4% | $2,148-59.4% |
| Participant deferral / active EE | $1,084 | $2,625-58.7% | $3,885-72.1% | $3,539-69.4% |
| Admin fee / account holder | $11 | $123-91.1% | $5,351-99.8% | $142-92.3% |