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 LLC4 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $131,643 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,615 | $81,908-32.1% | $90,749-38.7% | $64,808-14.2% |
| Participation rate | 91.7% | 80.5%+11.3pp | 75.7%+16.0pp | 71.5%+20.3pp |
| Annual return | -10.64% | -12.53%+1.9pp | -12.16%+1.5pp | 32.82%-43.5pp |
| Employer contribution / active EE | $3,193 | $3,065+4.2% | $2,921+9.3% | $2,506+27.4% |
| Participant deferral / active EE | $4,297 | $4,840-11.2% | $4,564-5.9% | $4,310-0.3% |
| Admin fee / account holder | $315 | $157+100.4% | $8,445-96.3% | $188+67.7% |