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 LLC1+ years Service code 99 · EIN 13-4071393 | Other Fees | $11,701 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,728 | $65,435-56.1% | $86,677-66.9% | $66,914-57.1% |
| Participation rate | 80.0% | 75.5%+4.5pp | 76.6%+3.4pp | 69.8%+10.2pp |
| Annual return | -18.56% | -10.89%-7.7pp | 35.91%-54.5pp | 1.58%-20.1pp |
| Employer contribution / active EE | $2,064 | $2,153-4.1% | $2,836-27.2% | $2,544-18.9% |
| Participant deferral / active EE | $3,683 | $4,100-10.2% | $4,656-20.9% | $4,237-13.1% |
| Admin fee / account holder | $42 | $642-93.4% | $7,493-99.4% | $593-92.8% |