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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $102,224 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE NETWORK LLC Service code 22 · EIN 06-1555494 | Insurance Broker | $40,771 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,894 | $73,638-10.5% | $108,410-39.2% | $79,386-17.0% |
| Participation rate | 62.5% | 77.4%-14.9pp | 80.1%-17.6pp | 70.7%-8.2pp |
| Annual return | 17.03% | 33.27%-16.2pp | 905.27%-888.2pp | 116.85%-99.8pp |
| Employer contribution / active EE | $1,856 | $2,397-22.6% | $3,558-47.9% | $2,427-23.6% |
| Participant deferral / active EE | $5,708 | $6,218-8.2% | $6,563-13.0% | $4,046+41.1% |
| Admin fee / account holder | $443 | $638-30.7% | $7,295-93.9% | $626-29.4% |