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 LLC2 years Filed as: EQUITABLE LFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $29,983 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,712 | $54,573-23.6% | $90,951-54.1% | $73,488-43.2% |
| Participation rate | 73.9% | 61.2%+12.7pp | 69.0%+4.9pp | 70.7%+3.2pp |
| Annual return | 10.15% | 16.69%-6.5pp | 134.60%-124.5pp | 28.51%-18.4pp |
| Employer contribution / active EE | $608 | $991-38.7% | $2,122-71.4% | $2,270-73.2% |
| Participant deferral / active EE | $2,801 | $2,517+11.3% | $3,373-16.9% | $3,740-25.1% |
| Admin fee / account holder | $213 | $521-59.2% | $5,959-96.4% | $513-58.6% |