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 LLC2 years Filed as: EQUITABLE LIFE INS COMPANY Service code 25 · EIN 13-5570651 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $1,386 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,505 | $50,815-69.5% | $155,509-90.0% | $77,643-80.0% |
| Participation rate | 74.4% | 63.1%+11.3pp | 78.2%-3.8pp | 70.6%+3.8pp |
| Annual return | 9.99% | 34.80%-24.8pp | 64.67%-54.7pp | 31.24%-21.3pp |
| Employer contribution / active EE | $285 | $1,993-85.7% | $4,672-93.9% | $2,726-89.5% |
| Participant deferral / active EE | $422 | $2,822-85.1% | $5,626-92.5% | $4,647-90.9% |
| Admin fee / account holder | $28 | $437-93.6% | $15,912-99.8% | $430-93.5% |