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 3-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 LLC2+ years Filed as: EQUITABLE LIFE INSURANCE Service code 15 · EIN 13-5570651 | Recordkeeping | $28,783 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,755 | $57,739-84.8% | $112,229-92.2% | $74,419-88.2% |
| Participation rate | 28.5% | 55.6%-27.1pp | 72.4%-44.0pp | 70.7%-42.3pp |
| Annual return | 17.42% | 19.52%-2.1pp | 30.20%-12.8pp | 34.38%-17.0pp |
| Employer contribution / active EE | $260 | $1,675-84.5% | $3,430-92.4% | $2,637-90.2% |
| Participant deferral / active EE | $1,091 | $2,891-62.3% | $4,798-77.3% | $4,528-75.9% |
| Admin fee / account holder | $89 | $462-80.7% | $7,748-98.8% | $348-74.4% |