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 13-5570651 | Recordkeeping | $410 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $64,335 | $96,484-33.3% | $75,886-15.2% | $152,861-57.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 10.12% | 33.98%-23.9pp | 30.76%-20.6pp | 345.32%-335.2pp |
| Employer contribution / active EE | $3,452 | $3,309+4.3% | $2,500+38.1% | $4,762-27.5% |
| Participant deferral / active EE | $4,697 | $4,553+3.2% | $3,603+30.4% | $5,850-19.7% |
| Admin fee / account holder | $5 | $8,078-99.9% | $5,418-99.9% | $11,596-100.0% |