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 LLC6 years Filed as: EQUITABLE LIFE INSURANCE CO Service code 15 · EIN 20-3627707 | Recordkeeping | $1,785 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,088 | $80,724-20.6% | $103,333-38.0% | $74,495-14.0% |
| Participation rate | 99.0% | 65.7%+33.4pp | 74.5%+24.5pp | 67.2%+31.8pp |
| Annual return | 13.30% | 27.56%-14.3pp | 24.88%-11.6pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,814 | $3,157-42.5% | $3,868-53.1% | $2,623-30.8% |
| Participant deferral / active EE | $6,571 | $3,860+70.2% | $5,057+29.9% | $4,346+51.2% |
| Admin fee / account holder | $10 | $2,368-99.6% | $8,355-99.9% | $1,942-99.5% |