Filed January 6, 2026 (most recent of 3 filings on file)
Total covered: 4 employees
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 LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INS CO Service code 25 · EIN 13-5576051 | Directed Trustee | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,621 | $61,052-26.9% | $142,863-68.8% | $79,386-43.8% |
| Participation rate | 100.0% | 60.1%+39.9pp | 71.9%+28.1pp | 70.7%+29.3pp |
| Annual return | 37.11% | 16.02%+21.1pp | 5637.54%-5600.4pp | 116.85%-79.7pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,144-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,558 | $2,879+23.6% | $3,837-7.3% | $4,046-12.1% |
| Admin fee / account holder | $23 | $659-96.5% | $6,560-99.6% | $626-96.3% |