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 13 · EIN 13-1614399 | Contract Administrator | $1,781 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,585 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,101 |
Annual investment return 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 | $27,398 | $46,732-41.4% | $156,549-82.5% | $55,167-50.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 0.58% | 17.72%-17.1pp | 32.23%-31.7pp | 169.23%-168.6pp |
| Employer contribution / active EE | $468 | $2,105-77.8% | $5,501-91.5% | $1,963-76.1% |
| Participant deferral / active EE | $1,471 | $2,204-33.2% | $4,871-69.8% | $3,054-51.8% |
| Admin fee / account holder | $44 | $418-89.4% | $13,027-99.7% | $504-91.2% |