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 ... | $677 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,998 | $46,732-74.3% | $156,549-92.3% | $55,167-78.3% |
| Participation rate | 95.9% | 65.8%+30.1pp | 84.0%+11.9pp | 69.0%+26.9pp |
| Annual return | 2.42% | 17.72%-15.3pp | 32.23%-29.8pp | 169.23%-166.8pp |
| Employer contribution / active EE | $1,041 | $2,105-50.5% | $5,501-81.1% | $1,963-46.9% |
| Participant deferral / active EE | $2,729 | $2,204+23.8% | $4,871-44.0% | $3,054-10.6% |
| Admin fee / account holder | $5 | $418-98.8% | $13,027-100.0% | $504-99.0% |