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 LLC3 years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $27,539 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,276 |
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 | $109,466 | $64,119+70.7% | $112,228-2.5% | $66,914+63.6% |
| Participation rate | 71.6% | 68.5%+3.1pp | 75.1%-3.5pp | 69.8%+1.8pp |
| Annual return | -17.90% | -13.81%-4.1pp | 27.45%-45.3pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,242 | $3,005-58.7% | $3,635-65.8% | $2,544-51.2% |
| Participant deferral / active EE | $6,411 | $3,693+73.6% | $4,728+35.6% | $4,237+51.3% |
| Admin fee / account holder | $56 | $625-91.0% | $6,410-99.1% | $593-90.6% |