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 LLC1 year Filed as: EQUITABLE LFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $5,203 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,215 | $49,138-22.2% | $84,015-54.5% | $65,185-41.4% |
| Participation rate | 75.6% | 60.7%+14.8pp | 69.0%+6.5pp | 70.2%+5.4pp |
| Annual return | 15.63% | 23.00%-7.4pp | 71.31%-55.7pp | 29.38%-13.8pp |
| Employer contribution / active EE | $638 | $914-30.1% | $1,983-67.8% | $2,177-70.7% |
| Participant deferral / active EE | $2,893 | $2,397+20.7% | $3,239-10.7% | $3,514-17.7% |
| Admin fee / account holder | $201 | $543-63.0% | $6,101-96.7% | $847-76.3% |