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 |
|---|---|---|
EQUITY SERVICES INC7+ years Filed as: EQUITY SERVICES, INC. Service code 55 · EIN 03-0221141 | Other Commissions | $22,446 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,063 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,409 | $65,435+36.6% | $86,677+3.2% | $66,914+33.6% |
| Participation rate | 59.0% | 75.5%-16.5pp | 76.6%-17.6pp | 69.8%-10.8pp |
| Annual return | -16.58% | -10.89%-5.7pp | 35.91%-52.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $556 | $2,153-74.2% | $2,836-80.4% | $2,544-78.2% |
| Participant deferral / active EE | $3,716 | $4,100-9.4% | $4,656-20.2% | $4,237-12.3% |
| Admin fee / account holder | $12 | $642-98.2% | $7,493-99.8% | $593-98.1% |