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 Service code 55 · EIN 13-4078005 | Other Commissions | $27,861 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,341 | $64,119+12.8% | $112,228-35.5% | $66,914+8.1% |
| Participation rate | 95.7% | 68.5%+27.3pp | 75.1%+20.7pp | 69.8%+25.9pp |
| Annual return | -17.43% | -13.81%-3.6pp | 27.45%-44.9pp | 1.58%-19.0pp |
| Employer contribution / active EE | $3,449 | $3,005+14.8% | $3,635-5.1% | $2,544+35.6% |
| Participant deferral / active EE | $5,074 | $3,693+37.4% | $4,728+7.3% | $4,237+19.7% |
| Admin fee / account holder | $13 | $625-98.0% | $6,410-99.8% | $593-97.9% |