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 LLC2 years Filed as: EQUITABLE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $60,414 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,677 | $69,477+52.1% | $94,646+11.7% | $71,457+47.9% |
| Participation rate | 99.4% | 78.4%+21.0pp | 80.8%+18.6pp | 67.9%+31.5pp |
| Annual return | 20.64% | 29.66%-9.0pp | 156.71%-136.1pp | 28.85%-8.2pp |
| Employer contribution / active EE | $3,731 | $2,853+30.8% | $3,672+1.6% | $2,588+44.2% |
| Participant deferral / active EE | $12,225 | $7,345+66.4% | $7,418+64.8% | $4,289+185.0% |
| Admin fee / account holder | $209 | $1,210-82.7% | $7,231-97.1% | $1,587-86.8% |