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 Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $76 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $23,334 | $58,290-60.0% | $98,442-76.3% | $86,799-73.1% |
| Participation rate | 3.9% | 68.3%-64.4pp | 73.3%-69.4pp | 72.3%-68.4pp |
| Annual return | 13.67% | 43.48%-29.8pp | 1492.73%-1479.1pp | 97.91%-84.2pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,960-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $130 | $3,152-95.9% | $4,276-97.0% | $4,131-96.9% |
| Admin fee / account holder | $342 | $138+148.2% | $5,949-94.3% | $170+101.6% |