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 6-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 LLC5 years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $51,237 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,232 |
Employer contribution per participant 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 | $51,539 | $88,982-42.1% | $102,438-49.7% | $77,671-33.6% |
| Participation rate | 93.9% | 80.9%+12.9pp | 76.5%+17.4pp | 70.6%+23.3pp |
| Annual return | 17.36% | 25.01%-7.7pp | 29.37%-12.0pp | 31.21%-13.9pp |
| Employer contribution / active EE | $860 | $2,698-68.1% | $3,024-71.6% | $2,726-68.5% |
| Participant deferral / active EE | $4,521 | $5,144-12.1% | $5,054-10.5% | $4,648-2.7% |
| Admin fee / account holder | $70 | $236-70.1% | $9,448-99.3% | $430-83.7% |