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 9-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 LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $20,400 |
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 | $60,881 | $58,879+3.4% | $178,490-65.9% | $73,488-17.2% |
| Participation rate | 92.9% | 66.2%+26.7pp | 81.9%+11.0pp | 70.7%+22.2pp |
| Annual return | 12.34% | 24.86%-12.5pp | 151.07%-138.7pp | 28.51%-16.2pp |
| Employer contribution / active EE | $9,811 | $2,236+338.8% | $5,011+95.8% | $2,270+332.2% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $158 | $400-60.5% | $13,984-98.9% | $513-69.2% |