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 |
|---|---|---|
EQUITABLE ADVISORS LLC3 years Service code 28 100 MADISON STREET MD 36-7 · SYRACUSE, NY 13202 | Investment Management | $36,283 |
PENSERV PLAN SERVICES, INC.9+ years Filed as: PENSERV PLAN SERVICES Service code 15 102 TRADE ZONE DRIVE · WEST COLUMBIA, SC 29170 | Recordkeeping | $19,948 |
LT TRUST COMPANY3 years Filed as: MG TRUST COMPANY, LLC Service code 19 · EIN 75-3182674 | Securities Custodian | $7,012 |
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.
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 | $69,462 | $82,978-16.3% | $130,231-46.7% | $74,419-6.7% |
| Participation rate | 55.3% | 73.7%-18.3pp | 76.3%-20.9pp | 70.7%-15.4pp |
| Annual return | 28.67% | 123.05%-94.4pp | 38.77%-10.1pp | 34.38%-5.7pp |
| Employer contribution / active EE | $690 | $3,391-79.7% | $4,126-83.3% | $2,637-73.9% |
| Participant deferral / active EE | $3,560 | $5,370-33.7% | $6,799-47.6% | $4,528-21.4% |
| Admin fee / account holder | $225 | $354-36.3% | $6,020-96.3% | $348-35.2% |