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 CO Service code 15 · EIN 13-5570651 | Recordkeeping | $35,888 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,685 | $81,474-51.3% | $133,956-70.4% | $73,488-46.0% |
| Participation rate | 60.5% | 76.4%-15.8pp | 79.8%-19.3pp | 70.7%-10.2pp |
| Annual return | 19.16% | 19.40%-0.2pp | 45.09%-25.9pp | 28.51%-9.3pp |
| Employer contribution / active EE | $68 | $2,209-96.9% | $3,919-98.3% | $2,270-97.0% |
| Participant deferral / active EE | $2,520 | $3,786-33.5% | $5,048-50.1% | $3,740-32.6% |
| Admin fee / account holder | $239 | $713-66.4% | $8,927-97.3% | $513-53.4% |