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 6-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 LLC2 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,283 | $65,557-84.3% | $64,056-83.9% | $71,457-85.6% |
| Participation rate | 76.5% | 73.2%+3.3pp | 72.3%+4.2pp | 67.9%+8.5pp |
| Annual return | 17.42% | 18.94%-1.5pp | 33.69%-16.3pp | 28.85%-11.4pp |
| Employer contribution / active EE | $785 | $2,669-70.6% | $2,747-71.4% | $2,588-69.7% |
| Participant deferral / active EE | $1,803 | $3,626-50.3% | $3,880-53.5% | $4,289-58.0% |
| Admin fee / account holder | $18 | $616-97.0% | $3,068-99.4% | $1,587-98.8% |