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 ADVISOR, LLC Service code 26 | Advisory (Participants) | $30,000 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 | Advisory (Participants) | $5,765 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,818 |
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 | $182,959 | $69,454+163.4% | $180,183+1.5% | $74,304+146.2% |
| Participation rate | 87.8% | 61.8%+26.0pp | 77.4%+10.4pp | 60.3%+27.5pp |
| Annual return | 17.63% | 25.86%-8.2pp | 27.86%-10.2pp | 29.43%-11.8pp |
| Employer contribution / active EE | $5,991 | $3,155+89.9% | $5,039+18.9% | $2,241+167.3% |
| Participant deferral / active EE | $8,336 | $4,662+78.8% | $6,822+22.2% | $3,767+121.3% |
| Admin fee / account holder | $549 | $3,036-81.9% | $19,975-97.3% | $2,969-81.5% |