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 7-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 Service code 15 · EIN 13-5570651 | Recordkeeping | $28,876 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,661 | $81,446-83.2% | $103,374-86.8% | $80,874-83.1% |
| Participation rate | 89.9% | 66.9%+23.0pp | 74.5%+15.4pp | 67.6%+22.2pp |
| Annual return | 17.28% | 25.57%-8.3pp | 24.89%-7.6pp | 35.62%-18.3pp |
| Employer contribution / active EE | $1,387 | $3,107-55.4% | $3,869-64.2% | $2,756-49.7% |
| Participant deferral / active EE | $1,332 | $3,870-65.6% | $5,058-73.7% | $4,297-69.0% |
| Admin fee / account holder | $191 | $6,715-97.2% | $8,394-97.7% | $6,935-97.2% |