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 LLC1 year Filed as: EQUITABLE NETWORK, LLC Service code 22 · EIN 06-1555494 | Insurance Broker | $0 |
Filed as: PRIME PENSIONS, INC. Service code 49 · EIN 46-1224594 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,923 | $61,156-13.5% | $185,823-71.5% | $79,386-33.3% |
| Participation rate | 12.8% | 66.6%-53.8pp | 81.7%-68.9pp | 70.7%-57.9pp |
| Annual return | 11.93% | 19.45%-7.5pp | 122.05%-110.1pp | 116.85%-104.9pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $543 | $2,789-80.5% | $5,568-90.2% | $4,046-86.6% |
| Admin fee / account holder | $3 | $710-99.6% | $16,237-100.0% | $626-99.6% |