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 LLC1 year Filed as: EQUITABLE Service code 15 · EIN 13-5570651 | Recordkeeping | $5,905 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 · EIN 26-4310844 | Advisory (Plan) | $0 |
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 | $37,128 | $87,870-57.7% | $113,168-67.2% | $74,304-50.0% |
| Participation rate | 97.4% | 70.7%+26.6pp | 76.6%+20.8pp | 60.3%+37.0pp |
| Annual return | 12.90% | 26.44%-13.5pp | 24.27%-11.4pp | 29.43%-16.5pp |
| Employer contribution / active EE | $2,856 | $2,277+25.4% | $2,975-4.0% | $2,241+27.4% |
| Participant deferral / active EE | $6,238 | $4,241+47.1% | $5,107+22.2% | $3,767+65.6% |
| Admin fee / account holder | $267 | $3,368-92.1% | $12,068-97.8% | $2,969-91.0% |