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 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,725 | $101,317+14.2% | $146,958-21.3% | $74,495+55.3% |
| Participation rate | 94.7% | 75.5%+19.2pp | 82.2%+12.5pp | 67.2%+27.5pp |
| Annual return | 16.86% | 8730.91%-8714.1pp | 418.34%-401.5pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $3,173 | $3,810-16.7% | $4,933-35.7% | $2,623+21.0% |
| Participant deferral / active EE | $9,047 | $7,303+23.9% | $8,070+12.1% | $4,346+108.2% |
| Admin fee / account holder | $340 | $1,739-80.4% | $12,998-97.4% | $1,942-82.5% |