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 49 · EIN 13-4071393 | Other Services | $49,563 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,050 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $1,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,687 | $44,626+2.4% | $86,188-47.0% | $80,160-43.0% |
| Participation rate | 26.7% | 63.5%-36.9pp | 69.0%-42.3pp | 72.9%-46.3pp |
| Annual return | 19.67% | 19.61%+0.1pp | 1168.45%-1148.8pp | 40.38%-20.7pp |
| Employer contribution / active EE | $682 | $1,099-37.9% | $2,380-71.3% | $2,978-77.1% |
| Participant deferral / active EE | $1,392 | $2,769-49.7% | $3,985-65.1% | $5,017-72.3% |
| Admin fee / account holder | $12 | $133-91.0% | $6,852-99.8% | $145-91.7% |