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 | $42,883 |
EQUITABLE ADVISORS LLC1 year Service code 27 · EIN 13-4078005 | Advisory (Plan) | $38,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $149,027 | $99,957+49.1% | $149,696-0.4% | $73,488+102.8% |
| Participation rate | 98.8% | 75.7%+23.0pp | 82.5%+16.3pp | 70.7%+28.1pp |
| Annual return | 17.74% | 53.87%-36.1pp | 276.60%-258.9pp | 28.51%-10.8pp |
| Employer contribution / active EE | $9,157 | $3,191+187.0% | $4,644+97.2% | $2,270+303.4% |
| Participant deferral / active EE | $9,249 | $6,073+52.3% | $6,842+35.2% | $3,740+147.3% |
| Admin fee / account holder | $389 | $551-29.4% | $9,309-95.8% | $513-24.2% |