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 COMPANY2+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $148,715 |
CLEAR INVESTMENT RESEARCH, LLC2+ years Service code 27 · EIN 46-3868027 | Advisory (Plan) | $79,628 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $381,942,733-100.0% | $18,392,177-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 0.0%0pp |
| Annual return | 16.37% | 9.19%+7.2pp | 3.99%+12.4pp | 9.19%+7.2pp |
| Employer contribution / active EE | $403 | $12,608-96.8% | $38,279-98.9% | $12,608-96.8% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $386-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $140,034-100.0% | $2,655,710-100.0% |