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 COMPANY Service code 15 · EIN 13-5570651 | Recordkeeping | $97,168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $111,120 | $100,801+10.2% | $149,696-25.8% | $73,409+51.4% |
| Participation rate | 60.4% | 77.7%-17.3pp | 82.5%-22.1pp | 72.2%-11.8pp |
| Annual return | 11.48% | 265.34%-253.9pp | 276.60%-265.1pp | 59.29%-47.8pp |
| Employer contribution / active EE | $731 | $3,312-77.9% | $4,644-84.3% | $2,234-67.3% |
| Participant deferral / active EE | $5,053 | $6,404-21.1% | $6,842-26.1% | $3,805+32.8% |
| Admin fee / account holder | $329 | $181+81.7% | $9,309-96.5% | $158+108.1% |