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 Service code 55 · EIN 13-4078005 | Other Commissions | $26,441 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,569 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,620 | $76,670+1.2% | $96,683-19.7% | $71,457+8.6% |
| Participation rate | 95.4% | 66.6%+28.8pp | 74.3%+21.1pp | 67.9%+27.5pp |
| Annual return | 18.02% | 48.29%-30.3pp | 35.69%-17.7pp | 28.85%-10.8pp |
| Employer contribution / active EE | $5,787 | $3,031+90.9% | $3,737+54.9% | $2,588+123.6% |
| Participant deferral / active EE | $5,575 | $3,771+47.8% | $4,878+14.3% | $4,289+30.0% |
| Admin fee / account holder | $10 | $2,028-99.5% | $6,730-99.8% | $1,587-99.3% |