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 ... | $3,519 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,251 | $76,000-57.6% | $154,107-79.1% | $64,186-49.8% |
| Participation rate | 98.0% | 70.4%+27.5pp | 83.0%+14.9pp | 69.6%+28.4pp |
| Annual return | 40.00% | 30.32%+9.7pp | 735.12%-695.1pp | 7.63%+32.4pp |
| Employer contribution / active EE | $302 | $3,351-91.0% | $5,298-94.3% | $2,381-87.3% |
| Participant deferral / active EE | $3,389 | $3,175+6.7% | $5,081-33.3% | $3,470-2.3% |
| Admin fee / account holder | $74 | $5,596-98.7% | $13,411-99.4% | $4,888-98.5% |