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 ADVISORS, LLC Service code 27 100 MADISON STREET, 6TH FLOOR · SYRACUSE, NY 13202 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,086 | $91,407+6.2% | $135,903-28.6% | $71,457+35.9% |
| Participation rate | 87.6% | 75.7%+11.9pp | 81.9%+5.7pp | 67.9%+19.7pp |
| Annual return | 17.28% | 29.90%-12.6pp | 68.23%-51.0pp | 28.85%-11.6pp |
| Employer contribution / active EE | $1,825 | $3,703-50.7% | $4,856-62.4% | $2,588-29.5% |
| Participant deferral / active EE | $8,155 | $7,092+15.0% | $7,758+5.1% | $4,289+90.2% |
| Admin fee / account holder | $284 | $1,266-77.5% | $10,762-97.4% | $1,587-82.1% |