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 49 · EIN 13-4071393 | Other Services | $41,616 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,524 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $1,543 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,992 | $39,973-22.5% | $79,550-61.0% | $77,904-60.2% |
| Participation rate | 17.3% | 64.6%-47.3pp | 69.5%-52.2pp | 73.7%-56.3pp |
| Annual return | -17.60% | 3.42%-21.0pp | 0.16%-17.8pp | 12.21%-29.8pp |
| Employer contribution / active EE | $363 | $1,088-66.7% | $2,413-85.0% | $2,848-87.3% |
| Participant deferral / active EE | $724 | $2,774-73.9% | $3,985-81.8% | $4,806-84.9% |
| Admin fee / account holder | $40 | $113-64.1% | $6,832-99.4% | $133-69.5% |