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 ADIVORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $48,366 |
Filed as: FIDELITY INVETMENTS INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$90,993 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,845 | $86,897-8.1% | $151,611-47.3% | $64,808+23.2% |
| Participation rate | 77.0% | 87.3%-10.3pp | 87.5%-10.5pp | 71.5%+5.5pp |
| Annual return | -7.03% | -3.57%-3.5pp | 3.33%-10.4pp | 32.82%-39.8pp |
| Employer contribution / active EE | $2,083 | $4,010-48.1% | $6,166-66.2% | $2,506-16.9% |
| Participant deferral / active EE | $6,462 | $6,690-3.4% | $8,363-22.7% | $4,310+49.9% |
| Admin fee / account holder | -$46 | $153-130.0% | $11,616-100.4% | $188-124.5% |