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 LLC1 year Filed as: EQUITABLE ADVISORS, LLC Service code 26 · EIN 13-4078005 | Advisory (Participants) | $37,225 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $10,483 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,560 | $29,369-40.2% | $77,482-77.3% | $73,409-76.1% |
| Participation rate | 78.8% | 37.9%+40.8pp | 54.2%+24.6pp | 72.2%+6.6pp |
| Annual return | 11.66% | 358.15%-346.5pp | 54.79%-43.1pp | 59.29%-47.6pp |
| Employer contribution / active EE | $523 | $406+28.9% | $986-47.0% | $2,234-76.6% |
| Participant deferral / active EE | $750 | $941-20.3% | $1,861-59.7% | $3,805-80.3% |
| Admin fee / account holder | $167 | $123+36.0% | $2,858-94.2% | $158+5.7% |