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 LLC2 years Filed as: EQUITABLE LIFE INSURANCE COMPANY Service code 15 · EIN 13-5570651 | Recordkeeping | $21,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,532 | $84,487-65.0% | $125,339-76.4% | $66,914-55.9% |
| Participation rate | 50.9% | 76.4%-25.5pp | 82.4%-31.4pp | 69.8%-18.9pp |
| Annual return | -20.18% | -8.39%-11.8pp | 572.05%-592.2pp | 1.58%-21.8pp |
| Employer contribution / active EE | $1,895 | $3,553-46.7% | $4,814-60.6% | $2,544-25.5% |
| Participant deferral / active EE | $3,792 | $6,781-44.1% | $7,446-49.1% | $4,237-10.5% |
| Admin fee / account holder | $219 | $685-68.1% | $10,010-97.8% | $593-63.2% |