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 15 · EIN 35-0145825 | Recordkeeping | $24,131 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS Service code 26 · EIN 13-4071393 | Advisory (Participants) | $20,557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,881 | $52,406-33.4% | $129,207-73.0% | $74,495-53.2% |
| Participation rate | 56.8% | 53.8%+3.0pp | 69.6%-12.8pp | 67.2%-10.4pp |
| Annual return | 10.39% | 15.66%-5.3pp | 9417.33%-9406.9pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $1,153 | $1,531-24.6% | $4,153-72.2% | $2,623-56.0% |
| Participant deferral / active EE | $2,102 | $2,794-24.8% | $4,168-49.6% | $4,346-51.6% |
| Admin fee / account holder | $178 | $2,633-93.3% | $7,715-97.7% | $1,942-90.9% |