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 ADVISORS, LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $13,387 |
Service code 15 · EIN 81-1963142 | Recordkeeping | $3,700 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,785 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,580 | $69,362-58.8% | $101,248-71.8% | $73,488-61.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 24.12% | 18.46%+5.7pp | 46.47%-22.3pp | 28.51%-4.4pp |
| Employer contribution / active EE | $3,387 | $2,628+28.9% | $3,660-7.4% | $2,270+49.2% |
| Participant deferral / active EE | $2,788 | $3,300-15.5% | $4,370-36.2% | $3,740-25.5% |
| Admin fee / account holder | $91 | $704-87.0% | $5,945-98.5% | $513-82.2% |