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 LLC3 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $4,094 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,215 | $69,763-78.2% | $67,502-77.5% | $74,495-79.6% |
| Participation rate | 71.6% | 71.4%+0.2pp | 72.9%-1.3pp | 67.2%+4.4pp |
| Annual return | 16.34% | -40.34%+56.7pp | 3512.12%-3495.8pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $784 | $2,704-71.0% | $2,731-71.3% | $2,623-70.1% |
| Participant deferral / active EE | $1,792 | $3,636-50.7% | $4,000-55.2% | $4,346-58.8% |
| Admin fee / account holder | $32 | $896-96.4% | $3,998-99.2% | $1,942-98.3% |