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 | $59,769 |
EQUITABLE ADVISORS LLC3 years 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,207 | $84,487+69.5% | $125,339+14.3% | $66,914+114.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.38% | -8.39%-9.0pp | 572.05%-589.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $9,871 | $3,553+177.8% | $4,814+105.1% | $2,544+288.0% |
| Participant deferral / active EE | $10,322 | $6,781+52.2% | $7,446+38.6% | $4,237+143.6% |
| Admin fee / account holder | $418 | $685-39.0% | $10,010-95.8% | $593-29.6% |