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 Service code 27 · EIN 13-4078005 | Advisory (Plan) | $65,830 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $39,621 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $36,752 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,201 | $129,095-77.4% | $184,200-84.1% | $77,671-62.4% |
| Participation rate | 86.7% | 87.3%-0.6pp | 86.8%-0.1pp | 70.6%+16.1pp |
| Annual return | 17.84% | 33.29%-15.4pp | 28.80%-11.0pp | 31.21%-13.4pp |
| Employer contribution / active EE | $2,363 | $4,410-46.4% | $6,424-63.2% | $2,726-13.3% |
| Participant deferral / active EE | $6,385 | $7,300-12.5% | $9,132-30.1% | $4,648+37.4% |
| Admin fee / account holder | $343 | $256+34.2% | $13,907-97.5% | $430-20.3% |