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 Service code 27 · EIN 13-4078005 | Advisory (Plan) | $48,267 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,588 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,422 | $101,499+33.4% | $147,005-7.9% | $74,546+81.7% |
| Participation rate | 55.0% | 75.5%-20.6pp | 82.2%-27.2pp | 67.2%-12.2pp |
| Annual return | 17.46% | 8732.34%-8714.9pp | 418.76%-401.3pp | 1366.03%-1348.6pp |
| Employer contribution / active EE | $2,938 | $3,811-22.9% | $4,934-40.5% | $2,624+12.0% |
| Participant deferral / active EE | $6,219 | $7,304-14.9% | $8,070-22.9% | $4,347+43.0% |
| Admin fee / account holder | $279 | $1,748-84.0% | $13,006-97.9% | $1,944-85.6% |