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 LIFE INSURANCE CO. Service code 15 · EIN 20-3627707 | Recordkeeping | $9,902 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,396 | $69,010-87.8% | $159,960-94.8% | $68,494-87.7% |
| Participation rate | 97.5% | 65.4%+32.1pp | 78.0%+19.5pp | 67.9%+29.6pp |
| Annual return | -16.60% | -9.65%-7.0pp | 408.60%-425.2pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,120 | $2,213-49.4% | $4,226-73.5% | $2,596-56.9% |
| Participant deferral / active EE | $536 | $4,212-87.3% | $6,182-91.3% | $4,027-86.7% |
| Admin fee / account holder | $155 | $4,798-96.8% | $8,698-98.2% | $5,403-97.1% |