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 | $30,734 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE ADVISORS, LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $21,891 |
Service code 15 · EIN 87-1296893 | Recordkeeping | $9,814 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,656 | $76,670-60.0% | $96,683-68.3% | $71,457-57.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 14.19% | 48.29%-34.1pp | 35.69%-21.5pp | 28.85%-14.7pp |
| Employer contribution / active EE | $3,010 | $3,031-0.7% | $3,737-19.5% | $2,588+16.3% |
| Participant deferral / active EE | $2,898 | $3,771-23.2% | $4,878-40.6% | $4,289-32.4% |
| Admin fee / account holder | $222 | $2,028-89.1% | $6,730-96.7% | $1,587-86.0% |