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 LLC4 years Filed as: EQUITABLE LIFE INSURANCE COMPANY Service code 15 · EIN 13-5570651 | Recordkeeping | $101,965 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,667 | $82,202+16.4% | $125,339-23.7% | $64,808+47.6% |
| Participation rate | 56.1% | 77.9%-21.8pp | 82.4%-26.3pp | 71.5%-15.4pp |
| Annual return | -15.38% | 3.48%-18.9pp | 572.05%-587.4pp | 32.82%-48.2pp |
| Employer contribution / active EE | $1,004 | $3,615-72.2% | $4,814-79.2% | $2,506-60.0% |
| Participant deferral / active EE | $5,396 | $7,175-24.8% | $7,446-27.5% | $4,310+25.2% |
| Admin fee / account holder | $310 | $163+89.9% | $10,010-96.9% | $188+65.0% |