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 | $170,857 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE NETWORK LLC Service code 22 · EIN 06-1555494 | Insurance Broker | $71,810 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,256 | $95,880+14.0% | $107,525+1.6% | $85,563+27.7% |
| Participation rate | 77.1% | 70.1%+7.0pp | 75.1%+2.0pp | 66.0%+11.2pp |
| Annual return | 14.72% | 68.06%-53.3pp | 181.32%-166.6pp | 31.51%-16.8pp |
| Employer contribution / active EE | $6,920 | $3,812+81.5% | $3,754+84.4% | $2,654+160.8% |
| Participant deferral / active EE | $7,779 | $4,201+85.2% | $5,116+52.1% | $4,375+77.8% |
| Admin fee / account holder | $489 | $1,025-52.3% | $8,919-94.5% | $834-41.4% |