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 LLC2 years Filed as: EQUITABLE LIFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $39,909 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,614 | $82,917-32.9% | $103,333-46.2% | $77,643-28.4% |
| Participation rate | 45.6% | 71.6%-25.9pp | 74.5%-28.9pp | 70.6%-24.9pp |
| Annual return | 16.88% | 19.13%-2.3pp | 24.88%-8.0pp | 31.24%-14.4pp |
| Employer contribution / active EE | $1,866 | $3,552-47.5% | $3,868-51.8% | $2,726-31.5% |
| Participant deferral / active EE | $3,465 | $4,108-15.7% | $5,057-31.5% | $4,647-25.4% |
| Admin fee / account holder | $163 | $638-74.5% | $8,355-98.1% | $430-62.2% |