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 LLC3 years Filed as: EQUITABLE FINANCIAL LIFE INS CO Service code 25 · EIN 13-5576051 | Directed Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,845 | $48,335-11.4% | $121,098-64.6% | $71,457-40.0% |
| Participation rate | 100.0% | 54.3%+45.7pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 17.79% | 23.32%-5.5pp | 985.75%-968.0pp | 28.85%-11.1pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,164-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,379 | $2,754+95.3% | $4,080+31.9% | $4,289+25.4% |
| Admin fee / account holder | $23 | $1,841-98.7% | $5,644-99.6% | $1,587-98.5% |