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.
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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 Filed as: EQUITABLE LIFE INSURANCE COMPANY Service code 15 · EIN 13-5570651 | Recordkeeping | $114,596 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,388 | $104,317+14.4% | $159,436-25.1% | $86,799+37.5% |
| Participation rate | 60.3% | 77.7%-17.5pp | 82.8%-22.6pp | 72.3%-12.0pp |
| Annual return | 13.32% | 26.32%-13.0pp | 263.57%-250.3pp | 97.91%-84.6pp |
| Employer contribution / active EE | $1,330 | $3,451-61.5% | $4,829-72.5% | $2,405-44.7% |
| Participant deferral / active EE | $5,148 | $6,837-24.7% | $7,352-30.0% | $4,131+24.6% |
| Admin fee / account holder | $374 | $172+117.3% | $10,799-96.5% | $170+120.8% |