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 | $79,013-74.5% | $100,391-80.0% | $74,495-73.0% |
| Participation rate | 83.1% | 79.5%+3.7pp | 81.5%+1.7pp | 67.2%+15.9pp |
| Annual return | 20.40% | 20.41%0pp | 49.20%-28.8pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $2,601 | $3,021-13.9% | $3,942-34.0% | $2,623-0.8% |
| Participant deferral / active EE | $4,410 | $7,760-43.2% | $8,082-45.4% | $4,346+1.5% |
| Admin fee / account holder | $36 | $1,320-97.3% | $7,899-99.5% | $1,942-98.2% |