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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $1,612 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $364 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,439 | $38,925-70.6% | $73,843-84.5% | $55,191-79.3% |
| Participation rate | 68.8% | 66.0%+2.7pp | 73.4%-4.7pp | 69.2%-0.4pp |
| Annual return | 0.30% | 6.31%-6.0pp | 2267.84%-2267.5pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,725 | $1,695+1.8% | $2,787-38.1% | $1,899-9.1% |
| Participant deferral / active EE | $159 | $2,351-93.2% | $3,583-95.6% | $3,046-94.8% |
| Admin fee / account holder | $9 | $83-89.0% | $4,880-99.8% | $91-89.9% |