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 LLC4 years Filed as: EQUITABLE LFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $37,590 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,803 | $49,451-3.3% | $79,550-39.9% | $66,914-28.6% |
| Participation rate | 75.9% | 61.3%+14.6pp | 69.5%+6.4pp | 69.8%+6.1pp |
| Annual return | -12.60% | 84.25%-96.9pp | 0.16%-12.8pp | 1.58%-14.2pp |
| Employer contribution / active EE | $681 | $1,266-46.2% | $2,413-71.8% | $2,544-73.2% |
| Participant deferral / active EE | $4,989 | $3,159+58.0% | $3,985+25.2% | $4,237+17.8% |
| Admin fee / account holder | $358 | $595-39.8% | $6,832-94.8% | $593-39.7% |