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 37 · EIN 04-2647786 | Loan Processing | $10,127 |
EQUITABLE ADVISORS LLC1 year Service code 27 · EIN 13-4078005 | Advisory (Plan) | $8,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,851 | $58,879-30.6% | $178,490-77.1% | $73,488-44.4% |
| Participation rate | 47.6% | 66.2%-18.6pp | 81.9%-34.3pp | 70.7%-23.1pp |
| Annual return | 20.27% | 24.86%-4.6pp | 151.07%-130.8pp | 28.51%-8.2pp |
| Employer contribution / active EE | $1,030 | $2,236-53.9% | $5,011-79.4% | $2,270-54.6% |
| Participant deferral / active EE | $2,777 | $2,567+8.2% | $5,202-46.6% | $3,740-25.7% |
| Admin fee / account holder | $139 | $400-65.4% | $13,984-99.0% | $513-73.0% |