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 LLC6 years Filed as: EQUITABLE LIFE INSURANCE COMPANY Service code 15 · EIN 13-5570651 | Recordkeeping | $158,901 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,000 | $106,028-4.7% | $146,958-31.3% | $77,643+30.1% |
| Participation rate | 65.4% | 78.4%-12.9pp | 82.2%-16.7pp | 70.6%-5.1pp |
| Annual return | 13.53% | 56.73%-43.2pp | 418.34%-404.8pp | 31.24%-17.7pp |
| Employer contribution / active EE | $2,903 | $4,063-28.5% | $4,933-41.1% | $2,726+6.5% |
| Participant deferral / active EE | $6,725 | $7,990-15.8% | $8,070-16.7% | $4,647+44.7% |
| Admin fee / account holder | $331 | $337-1.9% | $12,998-97.5% | $430-23.1% |