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 LLC2 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $27,059 |
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 | $25,788 | $66,124-61.0% | $90,404-71.5% | $73,488-64.9% |
| Participation rate | 93.7% | 69.7%+24.0pp | 72.7%+21.0pp | 70.7%+23.0pp |
| Annual return | 7.11% | 17.65%-10.5pp | 1293.02%-1285.9pp | 28.51%-21.4pp |
| Employer contribution / active EE | $1,756 | $2,346-25.2% | $3,262-46.2% | $2,270-22.7% |
| Participant deferral / active EE | $1,794 | $3,039-41.0% | $3,963-54.7% | $3,740-52.0% |
| Admin fee / account holder | $143 | $396-63.9% | $5,611-97.4% | $513-72.1% |