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 LLC3 years Filed as: EQUITABLE LIFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $5,805 |
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 | $52,883 | $71,142-25.7% | $119,609-55.8% | $64,808-18.4% |
| Participation rate | 57.0% | 78.6%-21.6pp | 79.3%-22.2pp | 71.5%-14.4pp |
| Annual return | -16.48% | -10.01%-6.5pp | -14.97%-1.5pp | 32.82%-49.3pp |
| Employer contribution / active EE | $1,326 | $2,497-46.9% | $4,232-68.7% | $2,506-47.1% |
| Participant deferral / active EE | $3,782 | $4,490-15.8% | $5,602-32.5% | $4,310-12.3% |
| Admin fee / account holder | $17 | $162-89.3% | $10,323-99.8% | $188-90.8% |