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 |
|---|---|---|
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE LIFE INS COMPANY Service code 25 · EIN 13-5570651 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $26,215 |
Filed as: RELIASTAR LIFE INS COMPANY Service code 64 · EIN 41-0451140 PO BOX 5050 · MINOT, ME 58702 | Recordkeeping Fees | $1,893 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,935 | $61,058-78.8% | $71,209-81.8% | $85,563-84.9% |
| Participation rate | 84.3% | 58.6%+25.8pp | 73.8%+10.6pp | 66.0%+18.4pp |
| Annual return | 4.76% | 100.41%-95.6pp | 282.51%-277.7pp | 31.51%-26.8pp |
| Employer contribution / active EE | $463 | $2,199-78.9% | $2,721-83.0% | $2,654-82.5% |
| Participant deferral / active EE | $644 | $3,173-79.7% | $4,175-84.6% | $4,375-85.3% |
| Admin fee / account holder | $98 | $855-88.5% | $5,349-98.2% | $834-88.2% |