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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $180,782 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE NETWORK LLC Service code 22 · EIN 06-1555494 | Insurance Broker | $72,843 |
Filed as: TEAL, BECKER AND CHIARAMONTE PC Service code 10 · EIN 14-1624930 | Accounting | $11,000 |
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 | $86,061 | $82,917+3.8% | $103,333-16.7% | $77,643+10.8% |
| Participation rate | 72.9% | 71.6%+1.3pp | 74.5%-1.6pp | 70.6%+2.3pp |
| Annual return | 14.82% | 19.13%-4.3pp | 24.88%-10.1pp | 31.24%-16.4pp |
| Employer contribution / active EE | $7,798 | $3,552+119.6% | $3,868+101.6% | $2,726+186.1% |
| Participant deferral / active EE | $8,929 | $4,108+117.3% | $5,057+76.6% | $4,647+92.1% |
| Admin fee / account holder | $400 | $638-37.4% | $8,355-95.2% | $430-7.2% |