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 LFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $32,142 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,247 | $65,561-9.6% | $86,188-31.3% | $75,163-21.2% |
| Participation rate | 70.9% | 60.5%+10.4pp | 69.0%+2.0pp | 67.2%+3.7pp |
| Annual return | 10.48% | 46.05%-35.6pp | 1168.45%-1158.0pp | 160.62%-150.1pp |
| Employer contribution / active EE | $1,371 | $1,553-11.7% | $2,380-42.4% | $2,670-48.6% |
| Participant deferral / active EE | $7,185 | $3,024+137.6% | $3,985+80.3% | $4,125+74.2% |
| Admin fee / account holder | $466 | $5,474-91.5% | $6,852-93.2% | $5,651-91.8% |