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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1145070 | Contract Administrator | $1,975 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $0 |
Employer contribution per participant 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 | $189,439 | $47,977+294.9% | $154,107+22.9% | $56,287+236.6% |
| Participation rate | 83.9% | 66.2%+17.7pp | 83.0%+0.8pp | 69.9%+14.0pp |
| Annual return | -3.62% | 3.54%-7.2pp | 735.12%-738.7pp | -9.96%+6.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,242 | $2,392+77.3% | $5,081-16.5% | $3,350+26.6% |
| Admin fee / account holder | $44 | $438-90.0% | $13,411-99.7% | $521-91.5% |