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 | Account maintenance fees; Claims proc... | $383 |
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 | $21,913 | $44,221-50.4% | $121,196-81.9% | $56,287-61.1% |
| Participation rate | 52.3% | 61.1%-8.7pp | 71.7%-19.4pp | 69.9%-17.5pp |
| Annual return | 11.33% | -3.58%+14.9pp | 16.93%-5.6pp | -9.96%+21.3pp |
| Employer contribution / active EE | $411 | $1,480-72.2% | $4,022-89.8% | $2,111-80.5% |
| Participant deferral / active EE | $1,247 | $2,521-50.5% | $3,344-62.7% | $3,350-62.8% |
| Admin fee / account holder | $4 | $480-99.1% | $5,019-99.9% | $521-99.2% |