See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $46,604 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,714 |
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 13 · EIN 13-1614399 | Contract Administrator | $72 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,417 | $65,061-31.7% | $143,757-69.1% | $66,914-33.6% |
| Participation rate | 70.2% | 65.2%+5.1pp | 80.3%-10.1pp | 69.8%+0.4pp |
| Annual return | -9.41% | -11.14%+1.7pp | -0.04%-9.4pp | 1.58%-11.0pp |
| Employer contribution / active EE | $1,277 | $2,361-45.9% | $4,951-74.2% | $2,544-49.8% |
| Participant deferral / active EE | $1,799 | $2,919-38.4% | $5,637-68.1% | $4,237-57.5% |
| Admin fee / account holder | $444 | $502-11.6% | $14,673-97.0% | $593-25.2% |