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 LLC3 years Filed as: EQUITABLE LFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $39,340 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,113 | $59,263-18.8% | $96,562-50.2% | $79,386-39.4% |
| Participation rate | 74.2% | 61.9%+12.3pp | 69.8%+4.4pp | 70.7%+3.5pp |
| Annual return | 9.80% | 27.07%-17.3pp | 37.78%-28.0pp | 116.85%-107.0pp |
| Employer contribution / active EE | $661 | $1,216-45.7% | $2,356-72.0% | $2,427-72.8% |
| Participant deferral / active EE | $4,043 | $2,948+37.1% | $3,849+5.0% | $4,046-0.1% |
| Admin fee / account holder | $287 | $658-56.4% | $6,181-95.4% | $626-54.2% |