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 LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $101,826 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,010 | $85,135-40.1% | $98,907-48.4% | $73,409-30.5% |
| Participation rate | 97.4% | 81.1%+16.3pp | 76.0%+21.4pp | 72.2%+25.3pp |
| Annual return | 10.06% | 19.14%-9.1pp | 196.43%-186.4pp | 59.29%-49.2pp |
| Employer contribution / active EE | $3,139 | $2,721+15.4% | $2,689+16.7% | $2,234+40.5% |
| Participant deferral / active EE | $4,058 | $4,349-6.7% | $4,244-4.4% | $3,805+6.6% |
| Admin fee / account holder | $254 | $139+82.3% | $6,642-96.2% | $158+60.8% |