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 Service code 15 · EIN 20-3627707 | Recordkeeping | $9,976 |
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,676 | $69,362-87.5% | $101,248-91.4% | $73,488-88.2% |
| Participation rate | 85.3% | 68.4%+16.9pp | 75.8%+9.5pp | 70.7%+14.6pp |
| Annual return | 14.86% | 18.46%-3.6pp | 46.47%-31.6pp | 28.51%-13.6pp |
| Employer contribution / active EE | $678 | $2,628-74.2% | $3,660-81.5% | $2,270-70.1% |
| Participant deferral / active EE | $1,179 | $3,300-64.3% | $4,370-73.0% | $3,740-68.5% |
| Admin fee / account holder | $53 | $704-92.4% | $5,945-99.1% | $513-89.6% |