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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,224 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE ADVISORS, LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $21,366 |
Service code 15 · EIN 87-1296893 | Recordkeeping | $5,750 |
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 | $31,996 | $64,119-50.1% | $112,228-71.5% | $66,914-52.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -14.84% | -13.81%-1.0pp | 27.45%-42.3pp | 1.58%-16.4pp |
| Employer contribution / active EE | $3,830 | $3,005+27.4% | $3,635+5.4% | $2,544+50.5% |
| Participant deferral / active EE | $3,210 | $3,693-13.1% | $4,728-32.1% | $4,237-24.2% |
| Admin fee / account holder | $233 | $625-62.7% | $6,410-96.4% | $593-60.7% |