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 LLC6 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $42,311 |
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 | $32,384 | $60,323-46.3% | $81,812-60.4% | $74,495-56.5% |
| Participation rate | 96.7% | 62.9%+33.8pp | 72.3%+24.3pp | 67.2%+29.5pp |
| Annual return | 8.89% | 16.90%-8.0pp | 773.79%-764.9pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $2,025 | $2,620-22.7% | $2,912-30.5% | $2,623-22.8% |
| Participant deferral / active EE | $3,049 | $3,387-10.0% | $4,319-29.4% | $4,346-29.8% |
| Admin fee / account holder | $293 | $1,486-80.3% | $7,386-96.0% | $1,942-84.9% |