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 |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE LIFE INSURANCE Service code 15 · EIN 13-5570651 | Recordkeeping | $10,612 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,838 | $52,660-79.4% | $86,612-87.5% | $80,160-86.5% |
| Participation rate | 5.4% | 62.4%-57.1pp | 71.7%-66.3pp | 72.9%-67.6pp |
| Annual return | 16.54% | 24.87%-8.3pp | 591.07%-574.5pp | 40.38%-23.8pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $3,022-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $93 | $3,215-97.1% | $4,438-97.9% | $5,017-98.1% |
| Admin fee / account holder | $107 | $113-4.9% | $5,614-98.1% | $145-26.0% |