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 LLC2 years Filed as: EQUITABLE LIFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $22,177 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,640 | $26,549+30.5% | $61,373-43.6% | $66,914-48.2% |
| Participation rate | 35.3% | 38.1%-2.8pp | 52.6%-17.3pp | 69.8%-34.6pp |
| Annual return | -13.51% | -16.21%+2.7pp | 338.61%-352.1pp | 1.58%-15.1pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $925 | $1,338-30.9% | $2,125-56.5% | $4,237-78.2% |
| Admin fee / account holder | $265 | $409-35.2% | $2,130-87.6% | $593-55.4% |