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 LLC4 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 | $51,953 | $52,406-0.9% | $129,207-59.8% | $74,495-30.3% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 17.07% | 15.66%+1.4pp | 9417.33%-9400.3pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,627 | $2,794+101.4% | $4,168+35.0% | $4,346+29.5% |
| Admin fee / account holder | $24 | $2,633-99.1% | $7,715-99.7% | $1,942-98.8% |