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 LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $18,979 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,005 | $51,620-53.5% | $90,281-73.4% | $65,185-63.2% |
| Participation rate | 96.4% | 68.6%+27.7pp | 73.3%+23.1pp | 70.2%+26.2pp |
| Annual return | 11.54% | 24.94%-13.4pp | 78.10%-66.6pp | 29.38%-17.8pp |
| Employer contribution / active EE | $1,678 | $2,235-24.9% | $2,854-41.2% | $2,177-22.9% |
| Participant deferral / active EE | $1,667 | $2,871-41.9% | $3,885-57.1% | $3,514-52.6% |
| Admin fee / account holder | $161 | $384-58.0% | $5,351-97.0% | $847-80.9% |