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 9-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 Service code 15 · EIN 13-5570651 | Recordkeeping | $117,827 |
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 | $120,666 | $88,087+37.0% | $164,866-26.8% | $74,546+61.9% |
| Participation rate | 80.0% | 73.1%+6.9pp | 78.6%+1.4pp | 67.2%+12.8pp |
| Annual return | 144.57% | 17.27%+127.3pp | 69.97%+74.6pp | 1366.03%-1221.5pp |
| Employer contribution / active EE | $5,816 | $2,595+124.1% | $4,343+33.9% | $2,624+121.6% |
| Participant deferral / active EE | $10,705 | $4,499+137.9% | $6,033+77.4% | $4,347+146.2% |
| Admin fee / account holder | $569 | $2,232-74.5% | $12,689-95.5% | $1,944-70.7% |