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 LLC5 years Filed as: EQUITABLE ADVISORS Service code 26 · EIN 13-4078005 | Advisory (Participants) | $19,515 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $458 |
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.
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 | $36,585 | $80,731-54.7% | $103,374-64.6% | $74,546-50.9% |
| Participation rate | 56.4% | 65.7%-9.3pp | 74.5%-18.1pp | 67.2%-10.8pp |
| Annual return | 12.97% | 27.56%-14.6pp | 24.89%-11.9pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $292 | $3,158-90.8% | $3,869-92.5% | $2,624-88.9% |
| Participant deferral / active EE | $1,461 | $3,860-62.2% | $5,058-71.1% | $4,347-66.4% |
| Admin fee / account holder | $318 | $2,369-86.6% | $8,394-96.2% | $1,944-83.6% |