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 6-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 NSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $30,825 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,793 | $68,914-97.4% | $136,749-98.7% | $74,304-97.6% |
| Participation rate | 75.1% | 51.3%+23.8pp | 72.1%+3.0pp | 60.3%+14.8pp |
| Annual return | 9.22% | 16.34%-7.1pp | 24.33%-15.1pp | 29.43%-20.2pp |
| Employer contribution / active EE | $0 | $1,561-100.0% | $3,400-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $2,541-100.0% | $4,692-100.0% | $3,767-100.0% |
| Admin fee / account holder | $96 | $3,149-97.0% | $11,386-99.2% | $2,969-96.8% |