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 CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $11,239 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,043 | $66,124-63.6% | $90,404-73.4% | $73,488-67.3% |
| Participation rate | 41.8% | 69.7%-27.9pp | 72.7%-30.9pp | 70.7%-28.9pp |
| Annual return | 11.91% | 17.65%-5.7pp | 1293.02%-1281.1pp | 28.51%-16.6pp |
| Employer contribution / active EE | $302 | $2,346-87.1% | $3,262-90.7% | $2,270-86.7% |
| Participant deferral / active EE | $901 | $3,039-70.3% | $3,963-77.3% | $3,740-75.9% |
| Admin fee / account holder | $83 | $396-79.0% | $5,611-98.5% | $513-83.8% |