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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $40,882 |
EQUITABLE ADVISORS LLC1 year Service code 27 · EIN 13-4078005 | Advisory (Plan) | $29,785 |
Filed as: IFP ADVISORS LLC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $9,497 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,218 | $79,519+0.9% | $95,952-16.4% | $73,409+9.3% |
| Participation rate | 64.8% | 81.2%-16.3pp | 77.1%-12.2pp | 72.2%-7.3pp |
| Annual return | 18.54% | 19.20%-0.7pp | 91.61%-73.1pp | 59.29%-40.8pp |
| Employer contribution / active EE | $2,077 | $2,048+1.4% | $2,541-18.3% | $2,234-7.0% |
| Participant deferral / active EE | $4,581 | $4,138+10.7% | $4,167+9.9% | $3,805+20.4% |
| Admin fee / account holder | $326 | $184+76.8% | $6,795-95.2% | $158+106.4% |