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 COMPANY Service code 15 · EIN 20-3627707 | Recordkeeping | $22,391 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,911 | $70,428-64.6% | $96,562-74.2% | $85,850-71.0% |
| Participation rate | 39.2% | 61.8%-22.6pp | 69.8%-30.6pp | 69.3%-30.1pp |
| Annual return | 13.02% | 18.59%-5.6pp | 37.78%-24.8pp | 318.53%-305.5pp |
| Employer contribution / active EE | $489 | $1,413-65.4% | $2,356-79.2% | $2,565-80.9% |
| Participant deferral / active EE | $3,152 | $2,894+8.9% | $3,849-18.1% | $3,952-20.2% |
| Admin fee / account holder | $224 | $4,997-95.5% | $6,181-96.4% | $6,260-96.4% |