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 |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $11,811 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,006 | $59,328-88.2% | $118,925-94.1% | $73,488-90.5% |
| Participation rate | 32.9% | 62.3%-29.4pp | 75.4%-42.5pp | 70.7%-37.8pp |
| Annual return | 30.11% | 19.13%+11.0pp | 35.88%-5.8pp | 28.51%+1.6pp |
| Employer contribution / active EE | $0 | $1,803-100.0% | $3,263-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,326 | $2,604-49.1% | $4,265-68.9% | $3,740-64.5% |
| Admin fee / account holder | $115 | $600-80.9% | $6,581-98.3% | $513-77.7% |