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 LLC3 years Filed as: EQUITABLE ADVISOR, LLC Service code 26 | Advisory (Participants) | $30,000 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 | Advisory (Participants) | $5,047 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,918 |
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 | $155,604 | $79,700+95.2% | $153,485+1.4% | $74,495+108.9% |
| Participation rate | 90.1% | 69.8%+20.2pp | 77.1%+13.0pp | 67.2%+22.9pp |
| Annual return | 13.95% | 15.07%-1.1pp | 15.65%-1.7pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $5,694 | $4,016+41.8% | $5,039+13.0% | $2,623+117.1% |
| Participant deferral / active EE | $7,723 | $5,315+45.3% | $6,757+14.3% | $4,346+77.7% |
| Admin fee / account holder | $559 | $1,790-68.7% | $12,724-95.6% | $1,942-71.2% |