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 |
|---|---|---|
AETNA LIFE INSURANCE COMPANY5 years Filed as: AETNA LIFE INSURANCE CO Service code 12 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 06156 | Claims processing | $92,531 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INVESTMENT MGMT INC Service code 28 · EIN 20-8058531 71 SOUTH WACKER DRIVE SUITE 800 · CHICAGO, IL 60606 | Investment Management | $48,911 |
KILPATRICK TOWNSEND3 years Filed as: KILPATRICK STOCKTON LLP Service code 29 · EIN 58-0511774 1100 PEACHTRESS STREET NE SUITE 280 · ATLANTA, GA 30309 | Legal | $46,027 |
NORTHERN TRUST COMPANY3 years Service code 25 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Directed Trustee | $11,970 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | -23.13% | 1.88%-25.0pp | -5.16%-18.0pp | 2.77%-25.9pp |
| Employer contribution / active EE | $6,119 | $8,732-29.9% | $31,020-80.3% | $15,262-59.9% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |