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 LLC4 years Service code 99 · EIN 13-4071393 | Other Fees | $23,121 |
Service code 49 | Other Services | $4,387 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $1,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,285 | $53,136-48.7% | $155,509-82.5% | $199,593-86.3% |
| Participation rate | 18.8% | 64.1%-45.3pp | 78.2%-59.4pp | 72.0%-53.2pp |
| Annual return | 10.15% | 41.15%-31.0pp | 64.67%-54.5pp | 34.25%-24.1pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $861 | $3,161-72.8% | $5,626-84.7% | $5,087-83.1% |
| Admin fee / account holder | $266 | $185+43.4% | $15,912-98.3% | $269-1.1% |