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 ADVISOR, LLC Service code 26 | Advisory (Participants) | $30,000 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 | Advisory (Participants) | $4,364 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,836 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,561 | $72,137+112.9% | $142,449+7.8% | $71,457+114.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 76.8%+23.2pp | 67.9%+32.1pp |
| Annual return | 16.54% | 21.15%-4.6pp | 19.99%-3.4pp | 28.85%-12.3pp |
| Employer contribution / active EE | $6,396 | $3,793+68.6% | $4,847+31.9% | $2,588+147.2% |
| Participant deferral / active EE | $8,822 | $5,280+67.1% | $6,283+40.4% | $4,289+105.7% |
| Admin fee / account holder | $553 | $1,433-61.4% | $10,011-94.5% | $1,587-65.2% |