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 Service code 27 · EIN 13-4078005 | Advisory (Plan) | $27,154 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,481 |
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 | $56,020 | $102,553-45.4% | $151,611-63.1% | $66,914-16.3% |
| Participation rate | 96.7% | 85.5%+11.2pp | 87.5%+9.3pp | 69.8%+26.9pp |
| Annual return | -17.00% | -10.82%-6.2pp | 3.33%-20.3pp | 1.58%-18.6pp |
| Employer contribution / active EE | $6,535 | $4,180+56.3% | $6,166+6.0% | $2,544+156.8% |
| Participant deferral / active EE | $4,790 | $6,641-27.9% | $8,363-42.7% | $4,237+13.1% |
| Admin fee / account holder | $224 | $630-64.5% | $11,616-98.1% | $593-62.3% |