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 LLC4 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $33,260 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,046 | $51,197-41.3% | $82,719-63.7% | $66,914-55.1% |
| Participation rate | 95.9% | 67.8%+28.1pp | 72.6%+23.4pp | 69.8%+26.1pp |
| Annual return | -8.59% | -9.64%+1.0pp | 701.18%-709.8pp | 1.58%-10.2pp |
| Employer contribution / active EE | $1,938 | $2,611-25.8% | $3,009-35.6% | $2,544-23.8% |
| Participant deferral / active EE | $2,555 | $3,458-26.1% | $4,395-41.9% | $4,237-39.7% |
| Admin fee / account holder | $257 | $416-38.0% | $5,329-95.2% | $593-56.6% |