Filed November 7, 2023 (most recent of 2 filings on file)
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 Service code 27 · EIN 13-4078005 | Advisory (Plan) | $81,270 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,822 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,139 | $100,801+28.1% | $149,696-13.7% | $73,409+75.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 15.01% | 265.34%-250.3pp | 276.60%-261.6pp | 59.29%-44.3pp |
| Employer contribution / active EE | $3,338 | $3,312+0.8% | $4,644-28.1% | $2,234+49.5% |
| Participant deferral / active EE | $10,094 | $6,404+57.6% | $6,842+47.5% | $3,805+165.3% |
| Admin fee / account holder | $223 | $181+23.1% | $9,309-97.6% | $158+41.0% |