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 | $28,506 |
EQUITABLE ADVISORS LLC5 years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $23,795 |
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 | $35,678 | $50,815-29.8% | $155,509-77.1% | $77,643-54.0% |
| Participation rate | 36.4% | 63.1%-26.7pp | 78.2%-41.7pp | 70.6%-34.1pp |
| Annual return | 14.72% | 34.80%-20.1pp | 64.67%-49.9pp | 31.24%-16.5pp |
| Employer contribution / active EE | $648 | $1,993-67.5% | $4,672-86.1% | $2,726-76.2% |
| Participant deferral / active EE | $2,898 | $2,822+2.7% | $5,626-48.5% | $4,647-37.6% |
| Admin fee / account holder | $132 | $437-69.7% | $15,912-99.2% | $430-69.3% |