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 LLC6+ years Filed as: EQUITABLE LIFE INSURANCE COMPANY Service code 25 · EIN 13-5570651 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $17,886 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,742 | $65,946-65.5% | $81,783-72.2% | $77,671-70.7% |
| Participation rate | 48.7% | 65.8%-17.1pp | 72.4%-23.7pp | 70.6%-21.9pp |
| Annual return | 11.88% | 26.65%-14.8pp | 775.05%-763.2pp | 31.21%-19.3pp |
| Employer contribution / active EE | $1,217 | $2,371-48.7% | $2,913-58.2% | $2,726-55.4% |
| Participant deferral / active EE | $1,697 | $3,507-51.6% | $4,320-60.7% | $4,648-63.5% |
| Admin fee / account holder | $89 | $527-83.0% | $7,380-98.8% | $430-79.2% |