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 CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $4,157 |
1ST GLOBAL CAPITAL CORP8+ years Filed as: 1ST GLOBAL CAPITAL CORPORATION Service code 15 · EIN 75-2430698 PO BOX 743248 · DALLAS, TX 75374 | Recordkeeping | $0 |
NATIONWIDE8+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,519 | $106,236-80.7% | $112,228-81.7% | $64,808-68.3% |
| Participation rate | 45.2% | 71.7%-26.5pp | 75.1%-29.9pp | 71.5%-26.3pp |
| Annual return | -11.13% | -6.02%-5.1pp | 27.45%-38.6pp | 32.82%-44.0pp |
| Employer contribution / active EE | $402 | $3,166-87.3% | $3,635-88.9% | $2,506-83.9% |
| Participant deferral / active EE | $1,319 | $3,785-65.2% | $4,728-72.1% | $4,310-69.4% |
| Admin fee / account holder | $12 | $452-97.4% | $6,410-99.8% | $188-93.7% |