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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,434 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $7 |
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 | $19,332 | $58,879-67.2% | $178,490-89.2% | $73,488-73.7% |
| Participation rate | 94.5% | 66.2%+28.3pp | 81.9%+12.6pp | 70.7%+23.8pp |
| Annual return | 12.55% | 24.86%-12.3pp | 151.07%-138.5pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,529 | $2,236-31.6% | $5,011-69.5% | $2,270-32.7% |
| Participant deferral / active EE | $1,983 | $2,567-22.7% | $5,202-61.9% | $3,740-47.0% |
| Admin fee / account holder | $6 | $400-98.6% | $13,984-100.0% | $513-98.9% |