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 COMPANY Service code 15 · EIN 20-3627707 | Recordkeeping | $16,433 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,135 | $65,041-64.4% | $90,951-74.6% | $79,858-71.0% |
| Participation rate | 41.4% | 61.6%-20.2pp | 69.0%-27.6pp | 69.6%-28.3pp |
| Annual return | 10.75% | 30.45%-19.7pp | 134.60%-123.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $255 | $1,247-79.6% | $2,122-88.0% | $2,471-89.7% |
| Participant deferral / active EE | $1,697 | $2,512-32.5% | $3,373-49.7% | $3,740-54.6% |
| Admin fee / account holder | $185 | $4,536-95.9% | $5,959-96.9% | $5,306-96.5% |