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 LLC4 years Filed as: EQUITABLE LIFE INSURANCE COMPAN Service code 15 · EIN 13-5570651 | Recordkeeping | $32,982 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,339 | $64,119-32.4% | $112,228-61.4% | $66,914-35.2% |
| Participation rate | 77.7% | 68.5%+9.2pp | 75.1%+2.6pp | 69.8%+7.9pp |
| Annual return | -19.46% | -13.81%-5.7pp | 27.45%-46.9pp | 1.58%-21.0pp |
| Employer contribution / active EE | $1,655 | $3,005-44.9% | $3,635-54.5% | $2,544-35.0% |
| Participant deferral / active EE | $3,085 | $3,693-16.5% | $4,728-34.7% | $4,237-27.2% |
| Admin fee / account holder | $139 | $625-77.7% | $6,410-97.8% | $593-76.5% |