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 9-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 LIFE INSURANCE COMPANY Service code 15 · EIN 13-5570651 | Recordkeeping | $16,497 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $33,372 | $104,475-68.1% | $159,436-79.1% | $79,386-58.0% |
| Participation rate | 44.2% | 76.6%-32.5pp | 82.8%-38.7pp | 70.7%-26.5pp |
| Annual return | 17.61% | 67.95%-50.3pp | 263.57%-246.0pp | 116.85%-99.2pp |
| Employer contribution / active EE | $1,410 | $3,417-58.7% | $4,829-70.8% | $2,427-41.9% |
| Participant deferral / active EE | $2,985 | $6,467-53.8% | $7,352-59.4% | $4,046-26.2% |
| Admin fee / account holder | $214 | $711-69.9% | $10,799-98.0% | $626-65.8% |