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 LLC5 years Filed as: EQUITABLE LIFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $153,644 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,473 | $89,436-15.6% | $164,813-54.2% | $77,643-2.8% |
| Participation rate | 57.3% | 78.6%-21.3pp | 78.6%-21.3pp | 70.6%-13.3pp |
| Annual return | 15.31% | 28.83%-13.5pp | 69.93%-54.6pp | 31.24%-15.9pp |
| Employer contribution / active EE | $1,312 | $2,569-48.9% | $4,341-69.8% | $2,726-51.9% |
| Participant deferral / active EE | $4,094 | $4,897-16.4% | $6,031-32.1% | $4,647-11.9% |
| Admin fee / account holder | $423 | $339+24.7% | $12,690-96.7% | $430-1.7% |