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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $33,769 |
EQUITABLE ADVISORS LLC4 years Service code 99 · EIN 13-4071393 | Other Fees | $26,601 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,632 | $101,317-52.0% | $146,958-66.9% | $74,495-34.7% |
| Participation rate | 81.8% | 75.5%+6.3pp | 82.2%-0.3pp | 67.2%+14.6pp |
| Annual return | 25.12% | 8730.91%-8705.8pp | 418.34%-393.2pp | 1364.94%-1339.8pp |
| Employer contribution / active EE | $1,613 | $3,810-57.7% | $4,933-67.3% | $2,623-38.5% |
| Participant deferral / active EE | $10,330 | $7,303+41.4% | $8,070+28.0% | $4,346+137.7% |
| Admin fee / account holder | $206 | $1,739-88.2% | $12,998-98.4% | $1,942-89.4% |