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 ADVISOR, LLC Service code 26 | Advisory (Participants) | $30,000 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 | Advisory (Participants) | $1,363 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,260 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $140,213 | $64,871+116.1% | $129,110+8.6% | $66,914+109.5% |
| Participation rate | 91.6% | 74.0%+17.6pp | 77.3%+14.4pp | 69.8%+21.8pp |
| Annual return | -16.89% | -12.21%-4.7pp | -10.94%-5.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $6,032 | $3,741+61.2% | $5,052+19.4% | $2,544+137.1% |
| Participant deferral / active EE | $8,639 | $5,090+69.7% | $6,542+32.1% | $4,237+103.9% |
| Admin fee / account holder | $750 | $629+19.2% | $14,302-94.8% | $593+26.3% |