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 ADVISORS, LLC Service code 26 · EIN 13-4078005 100 MADISON ST · SYRACUSE, NY 13202 | Advisory (Participants) | $9,266 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,746 |
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 | $47,827 | $58,320-18.0% | $86,436-44.7% | $66,914-28.5% |
| Participation rate | 95.5% | 78.6%+16.9pp | 80.3%+15.2pp | 69.8%+25.7pp |
| Annual return | 10.32% | -9.71%+20.0pp | 4394.89%-4384.6pp | 1.58%+8.7pp |
| Employer contribution / active EE | $3,992 | $2,615+52.7% | $3,769+5.9% | $2,544+56.9% |
| Participant deferral / active EE | $9,257 | $6,899+34.2% | $6,952+33.2% | $4,237+118.5% |
| Admin fee / account holder | $134 | $546-75.4% | $6,731-98.0% | $593-77.4% |