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 LLC1 year Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $69,646 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,609 | $74,347-42.7% | $93,606-54.5% | $67,579-36.9% |
| Participation rate | 99.4% | 80.6%+18.8pp | 75.8%+23.5pp | 71.3%+28.1pp |
| Annual return | 18.72% | 28.07%-9.4pp | 32.76%-14.0pp | 378.56%-359.8pp |
| Employer contribution / active EE | $2,914 | $2,583+12.8% | $2,718+7.2% | $2,148+35.7% |
| Participant deferral / active EE | $3,788 | $4,060-6.7% | $4,069-6.9% | $3,539+7.0% |
| Admin fee / account holder | $174 | $123+41.7% | $7,888-97.8% | $142+22.2% |