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 ADVISORS, LLC Service code 27 100 MADISON STREET, 6TH FLOOR · SYRACUSE, NY 13202 | Advisory (Plan) | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,207 | $84,487+0.9% | $125,339-32.0% | $66,914+27.3% |
| Participation rate | 86.2% | 76.4%+9.7pp | 82.4%+3.8pp | 69.8%+16.4pp |
| Annual return | -18.49% | -8.39%-10.1pp | 572.05%-590.5pp | 1.58%-20.1pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,174 | $6,781+5.8% | $7,446-3.7% | $4,237+69.3% |
| Admin fee / account holder | $337 | $685-50.8% | $10,010-96.6% | $593-43.2% |