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 LLC6 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 20-3627707 | Recordkeeping | $66,944 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,855 | $29,546-26.0% | $56,441-61.3% | $77,671-71.9% |
| Participation rate | 86.3% | 32.7%+53.7pp | 52.5%+33.9pp | 70.6%+15.8pp |
| Annual return | 12.95% | 19.01%-6.1pp | 1704.21%-1691.3pp | 31.21%-18.3pp |
| Employer contribution / active EE | $838 | $568+47.5% | $1,039-19.4% | $2,726-69.3% |
| Participant deferral / active EE | $2,240 | $1,061+111.2% | $1,953+14.7% | $4,648-51.8% |
| Admin fee / account holder | $232 | $1,046-77.8% | $2,829-91.8% | $430-46.0% |