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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,984 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $7,589 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,169 | $55,472-56.4% | $155,567-84.5% | $74,546-67.6% |
| Participation rate | 95.3% | 61.9%+33.4pp | 78.2%+17.2pp | 67.2%+28.1pp |
| Annual return | 17.42% | 268.72%-251.3pp | 64.74%-47.3pp | 1366.03%-1348.6pp |
| Employer contribution / active EE | $579 | $2,269-74.5% | $4,674-87.6% | $2,624-77.9% |
| Participant deferral / active EE | $3,237 | $2,838+14.1% | $5,628-42.5% | $4,347-25.5% |
| Admin fee / account holder | $243 | $1,743-86.1% | $15,916-98.5% | $1,944-87.5% |