See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $12,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $439,565 | $58,264+654.4% | $86,612+407.5% | $71,457+515.1% |
| Participation rate | 0.0% | 65.0%-65.0pp | 71.7%-71.7pp | 67.9%-67.9pp |
| Annual return | 12.93% | 21.63%-8.7pp | 591.07%-578.1pp | 28.85%-15.9pp |
| Employer contribution / active EE | $236 | $2,574-90.8% | $3,022-92.2% | $2,588-90.9% |
| Participant deferral / active EE | $1,113 | $3,436-67.6% | $4,438-74.9% | $4,289-74.0% |
| Admin fee / account holder | $1,521 | $1,057+43.9% | $5,614-72.9% | $1,587-4.2% |