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 INSURANCE COMPANY Service code 15 · EIN 13-5570651 | Recordkeeping | $10,958 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,667 | $55,214-77.1% | $104,607-87.9% | $73,488-82.8% |
| Participation rate | 72.4% | 67.8%+4.5pp | 74.1%-1.7pp | 70.7%+1.7pp |
| Annual return | 14.40% | 24.79%-10.4pp | 340.46%-326.1pp | 28.51%-14.1pp |
| Employer contribution / active EE | $0 | $1,468-100.0% | $2,681-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,206 | $2,925-24.6% | $3,740-41.0% | $3,740-41.0% |
| Admin fee / account holder | $78 | $424-81.7% | $6,473-98.8% | $513-84.9% |