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 8-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 ... | $1,077 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $275 |
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 | $18,611 | $47,977-61.2% | $154,107-87.9% | $56,287-66.9% |
| Participation rate | 81.5% | 66.2%+15.4pp | 83.0%-1.5pp | 69.9%+11.7pp |
| Annual return | 9.13% | 3.54%+5.6pp | 735.12%-726.0pp | -9.96%+19.1pp |
| Employer contribution / active EE | $547 | $2,169-74.8% | $5,298-89.7% | $2,111-74.1% |
| Participant deferral / active EE | $1,385 | $2,392-42.1% | $5,081-72.7% | $3,350-58.7% |
| Admin fee / account holder | $7 | $438-98.4% | $13,411-99.9% | $521-98.6% |