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 Filed as: EQUITABLE LIFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $1,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,120 | $78,419-27.2% | $133,956-57.4% | $73,409-22.2% |
| Participation rate | 67.6% | 78.6%-11.0pp | 79.8%-12.2pp | 72.2%-4.6pp |
| Annual return | 18.50% | 33.35%-14.9pp | 45.09%-26.6pp | 59.29%-40.8pp |
| Employer contribution / active EE | $1,449 | $2,044-29.1% | $3,919-63.0% | $2,234-35.1% |
| Participant deferral / active EE | $3,768 | $3,925-4.0% | $5,048-25.4% | $3,805-1.0% |
| Admin fee / account holder | $7 | $161-95.4% | $8,927-99.9% | $158-95.3% |