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 99 · EIN 71-0294708 | Other Fees | $70,561 |
EQUITABLE ADVISORS LLC2 years Service code 99 · EIN 13-4071393 | Other Fees | $30,106 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,391 | $88,634-17.2% | $101,326-27.6% | $74,304-1.2% |
| Participation rate | 72.2% | 76.9%-4.7pp | 81.5%-9.3pp | 60.3%+11.8pp |
| Annual return | 17.07% | 33.10%-16.0pp | 36.82%-19.7pp | 29.43%-12.4pp |
| Employer contribution / active EE | $3,025 | $2,930+3.2% | $3,665-17.5% | $2,241+35.0% |
| Participant deferral / active EE | $9,075 | $7,322+23.9% | $7,994+13.5% | $3,767+140.9% |
| Admin fee / account holder | $258 | $2,425-89.4% | $11,185-97.7% | $2,969-91.3% |