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 3-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 ADVISORS, LLC. Service code 27 · EIN 13-4071393 | Advisory (Plan) | $9,894 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,684 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,112 | $78,976-74.5% | $100,383-80.0% | $74,546-73.0% |
| Participation rate | 83.1% | 79.5%+3.7pp | 81.5%+1.6pp | 67.2%+15.9pp |
| Annual return | 20.40% | 20.62%-0.2pp | 49.26%-28.9pp | 1366.03%-1345.6pp |
| Employer contribution / active EE | $2,601 | $3,019-13.8% | $3,944-34.0% | $2,624-0.9% |
| Participant deferral / active EE | $4,410 | $7,758-43.2% | $8,086-45.5% | $4,347+1.4% |
| Admin fee / account holder | $36 | $1,330-97.3% | $7,900-99.5% | $1,944-98.2% |