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 7-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 Filed as: EQUITABLE ADVISORS, LLC Service code 16 BD COMMISSIONS 6TH FLR MD 36 · SYRACUSE, NY 13202 | Consulting | $13,870 |
MINNESOTA LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $10,045 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $1,554 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,698 | $59,101-37.9% | $77,163-52.4% | $75,163-51.2% |
| Participation rate | 88.2% | 63.9%+24.4pp | 69.6%+18.7pp | 67.2%+21.0pp |
| Annual return | 12.42% | 26.71%-14.3pp | 37.87%-25.4pp | 160.62%-148.2pp |
| Employer contribution / active EE | $800 | $1,995-59.9% | $2,535-68.4% | $2,670-70.0% |
| Participant deferral / active EE | $5,391 | $2,999+79.7% | $3,833+40.6% | $4,125+30.7% |
| Admin fee / account holder | $205 | $4,774-95.7% | $5,472-96.2% | $5,651-96.4% |