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 LLC6 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $149,103 |
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 | $85,626 | $92,055-7.0% | $106,213-19.4% | $77,643+10.3% |
| Participation rate | 83.6% | 81.0%+2.6pp | 75.3%+8.3pp | 70.6%+13.0pp |
| Annual return | 12.04% | 17.91%-5.9pp | 116.14%-104.1pp | 31.24%-19.2pp |
| Employer contribution / active EE | $3,338 | $3,367-0.9% | $3,171+5.2% | $2,726+22.5% |
| Participant deferral / active EE | $4,440 | $5,386-17.6% | $5,016-11.5% | $4,647-4.5% |
| Admin fee / account holder | $407 | $219+85.8% | $11,033-96.3% | $430-5.5% |