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 LLC5 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $36,635 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,168 | $58,264-44.8% | $86,612-62.9% | $71,457-55.0% |
| Participation rate | 97.3% | 65.0%+32.3pp | 71.7%+25.6pp | 67.9%+29.4pp |
| Annual return | 11.29% | 21.63%-10.3pp | 591.07%-579.8pp | 28.85%-17.6pp |
| Employer contribution / active EE | $1,851 | $2,574-28.1% | $3,022-38.7% | $2,588-28.5% |
| Participant deferral / active EE | $2,779 | $3,436-19.1% | $4,438-37.4% | $4,289-35.2% |
| Admin fee / account holder | $272 | $1,057-74.2% | $5,614-95.1% | $1,587-82.8% |