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 37 · EIN 04-2647786 | Loan Processing | $10,102 |
EQUITABLE ADVISORS LLC1 year Service code 27 · EIN 13-4078005 | Advisory (Plan) | $9,886 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,184 | $99,957-15.8% | $149,696-43.8% | $73,488+14.6% |
| Participation rate | 32.4% | 75.7%-43.3pp | 82.5%-50.1pp | 70.7%-38.3pp |
| Annual return | 18.54% | 53.87%-35.3pp | 276.60%-258.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $369 | $3,191-88.4% | $4,644-92.0% | $2,270-83.7% |
| Participant deferral / active EE | $3,958 | $6,073-34.8% | $6,842-42.2% | $3,740+5.8% |
| Admin fee / account holder | $322 | $551-41.5% | $9,309-96.5% | $513-37.2% |