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 LLC1 year Filed as: EQUITABLE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $52,138 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,962 | $58,320+44.0% | $86,436-2.9% | $66,914+25.5% |
| Participation rate | 98.9% | 78.6%+20.3pp | 80.3%+18.5pp | 69.8%+29.0pp |
| Annual return | -19.40% | -9.71%-9.7pp | 4394.89%-4414.3pp | 1.58%-21.0pp |
| Employer contribution / active EE | $8,264 | $2,615+216.0% | $3,769+119.3% | $2,544+224.8% |
| Participant deferral / active EE | $10,851 | $6,899+57.3% | $6,952+56.1% | $4,237+156.1% |
| Admin fee / account holder | $190 | $546-65.3% | $6,731-97.2% | $593-68.0% |