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 LLC1 year Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $10,591 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,012 | $51,620-55.4% | $90,281-74.5% | $65,185-64.7% |
| Participation rate | 40.3% | 68.6%-28.4pp | 73.3%-33.0pp | 70.2%-29.9pp |
| Annual return | 17.27% | 24.94%-7.7pp | 78.10%-60.8pp | 29.38%-12.1pp |
| Employer contribution / active EE | $163 | $2,235-92.7% | $2,854-94.3% | $2,177-92.5% |
| Participant deferral / active EE | $897 | $2,871-68.8% | $3,885-76.9% | $3,514-74.5% |
| Admin fee / account holder | $80 | $384-79.1% | $5,351-98.5% | $847-90.5% |