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 LLC3 years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $14,638 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,404 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,317 | $84,487-1.4% | $125,339-33.5% | $66,914+24.5% |
| Participation rate | 33.3% | 76.4%-43.1pp | 82.4%-49.0pp | 69.8%-36.5pp |
| Annual return | -21.03% | -8.39%-12.6pp | 572.05%-593.1pp | 1.58%-22.6pp |
| Employer contribution / active EE | $516 | $3,553-85.5% | $4,814-89.3% | $2,544-79.7% |
| Participant deferral / active EE | $5,904 | $6,781-12.9% | $7,446-20.7% | $4,237+39.3% |
| Admin fee / account holder | $415 | $685-39.4% | $10,010-95.9% | $593-30.1% |