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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $38,046 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE NETWORK LLC Service code 16 · EIN 06-1555494 | Consulting | $16,574 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,190 | $64,480-36.1% | $81,382-49.4% | $80,856-49.1% |
| Participation rate | 88.0% | 63.9%+24.1pp | 69.5%+18.5pp | 67.6%+20.3pp |
| Annual return | 10.05% | 16.34%-6.3pp | 24.73%-14.7pp | 35.59%-25.5pp |
| Employer contribution / active EE | $751 | $1,978-62.0% | $2,463-69.5% | $2,755-72.7% |
| Participant deferral / active EE | $5,200 | $3,094+68.1% | $3,883+33.9% | $4,296+21.0% |
| Admin fee / account holder | $331 | $5,671-94.2% | $5,768-94.3% | $6,918-95.2% |