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 |
|---|---|---|
AETNA LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $153,851 |
NYHART8 years Service code 11 · EIN 35-0966414 | Actuarial | $139,127 |
CLEAR INVESTMENT RESEARCH, LLC10+ years Service code 27 · EIN 46-3868027 | Advisory (Plan) | $131,235 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 1.02% | 8.76%-7.7pp | 6.74%-5.7pp | 8.76%-7.7pp |
| Employer contribution / active EE | $0 | $16,627-100.0% | $43,780-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $888-100.0% | $44-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |