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 LLC1 year Filed as: EQUITABLE LIFE INSURANCE CO Service code 25 · EIN 13-5570651 | Directed Trustee | $4,040 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,097 | $52,293-44.4% | $178,490-83.7% | $73,409-60.4% |
| Participation rate | 89.1% | 65.3%+23.8pp | 81.9%+7.2pp | 72.2%+17.0pp |
| Annual return | 10.60% | 34.75%-24.1pp | 151.07%-140.5pp | 59.29%-48.7pp |
| Employer contribution / active EE | $716 | $1,735-58.7% | $5,011-85.7% | $2,234-67.9% |
| Participant deferral / active EE | $984 | $2,332-57.8% | $5,202-81.1% | $3,805-74.1% |
| Admin fee / account holder | $9 | $127-92.7% | $13,984-99.9% | $158-94.1% |