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 Filed as: EQUITABLE LIFE INSURANCE CO Service code 15 · EIN 20-3627707 | Recordkeeping | $50,866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $22,376 | $50,458-55.7% | $159,960-86.0% | $64,808-65.5% |
| Participation rate | 61.5% | 68.0%-6.5pp | 78.0%-16.5pp | 71.5%-10.0pp |
| Annual return | -17.15% | -13.42%-3.7pp | 408.60%-425.8pp | 32.82%-50.0pp |
| Employer contribution / active EE | $0 | $1,722-100.0% | $4,226-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,820 | $4,004-54.5% | $6,182-70.6% | $4,310-57.8% |
| Admin fee / account holder | $242 | $706-65.7% | $8,698-97.2% | $188+29.0% |