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 10-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 LLC3 years Filed as: EQUITABLE LIFE INSURANCE COMPAN Service code 15 · EIN 13-5570651 | Recordkeeping | $36,222 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,146 | $77,660-39.3% | $109,143-56.8% | $79,386-40.6% |
| Participation rate | 77.4% | 67.8%+9.6pp | 75.9%+1.5pp | 70.7%+6.7pp |
| Annual return | 14.45% | 23.44%-9.0pp | 25.75%-11.3pp | 116.85%-102.4pp |
| Employer contribution / active EE | $1,585 | $2,797-43.3% | $3,722-57.4% | $2,427-34.7% |
| Participant deferral / active EE | $3,012 | $3,518-14.4% | $4,653-35.3% | $4,046-25.6% |
| Admin fee / account holder | $133 | $732-81.9% | $6,752-98.0% | $626-78.8% |