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 FINANCIAL LIFE INS CO Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Service code 15 · EIN 75-0939949 | Recordkeeping | $0 |
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 | $147,037 | $113,293+29.8% | $67,502+117.8% | $199,593-26.3% |
| Participation rate | 99.6% | 73.3%+26.3pp | 72.9%+26.8pp | 72.0%+27.7pp |
| Annual return | 11.92% | 15.88%-4.0pp | 3512.12%-3500.2pp | 34.25%-22.3pp |
| Employer contribution / active EE | $5,547 | $3,401+63.1% | $2,731+103.1% | $3,034+82.8% |
| Participant deferral / active EE | $3,958 | $4,159-4.8% | $4,000-1.0% | $5,087-22.2% |
| Admin fee / account holder | $34 | $103-66.4% | $3,998-99.1% | $269-87.2% |