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 5-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+ years Filed as: EQUITABLE LIFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $6,570 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,293 | $72,277-89.9% | $101,248-92.8% | $79,858-90.9% |
| Participation rate | 18.0% | 68.5%-50.5pp | 75.8%-57.8pp | 69.6%-51.6pp |
| Annual return | 22.91% | 22.30%+0.6pp | 46.47%-23.6pp | 31.71%-8.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,999 | $3,282-39.1% | $4,370-54.3% | $3,740-46.6% |
| Admin fee / account holder | $235 | $4,400-94.7% | $5,945-96.1% | $5,306-95.6% |