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... | $1,321 |
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 | $13,057 | $55,453-76.5% | $170,442-92.3% | $62,292-79.0% |
| Participation rate | 92.2% | 66.4%+25.8pp | 83.6%+8.6pp | 69.5%+22.7pp |
| Annual return | 16.00% | 21.38%-5.4pp | 205.93%-189.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,082 | $2,164-50.0% | $5,433-80.1% | $2,042-47.0% |
| Participant deferral / active EE | $2,684 | $2,303+16.5% | $4,939-45.7% | $3,169-15.3% |
| Admin fee / account holder | $8 | $455-98.3% | $13,880-99.9% | $479-98.4% |