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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $600 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $392 |
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 | $39,093 | $50,637-22.8% | $86,590-54.9% | $62,292-37.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.02% | 20.80%-4.8pp | 964.84%-948.8pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,037 | $2,075-50.1% | $2,839-63.5% | $2,042-49.2% |
| Participant deferral / active EE | $1,395 | $2,611-46.6% | $3,609-61.3% | $3,169-56.0% |
| Admin fee / account holder | $7 | $413-98.3% | $4,906-99.9% | $479-98.5% |