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 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $38,671 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36,599 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $9,152 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,377 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,486 | $79,519-7.6% | $95,952-23.4% | $73,409+0.1% |
| Participation rate | 36.8% | 81.2%-44.4pp | 77.1%-40.3pp | 72.2%-35.4pp |
| Annual return | 10.39% | 19.20%-8.8pp | 91.61%-81.2pp | 59.29%-48.9pp |
| Employer contribution / active EE | $1,021 | $2,048-50.2% | $2,541-59.8% | $2,234-54.3% |
| Participant deferral / active EE | $1,855 | $4,138-55.2% | $4,167-55.5% | $3,805-51.2% |
| Admin fee / account holder | $152 | $184-17.4% | $6,795-97.8% | $158-3.6% |