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 LLC5 years Filed as: EQUITABLE LIFE INSURANCE CO Service code 15 · EIN 20-3627707 | Recordkeeping | $47,289 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,247 | $56,638-62.5% | $169,368-87.5% | $74,419-71.4% |
| Participation rate | 63.9% | 67.5%-3.7pp | 77.1%-13.3pp | 70.7%-6.9pp |
| Annual return | 15.19% | 24.75%-9.6pp | 405.60%-390.4pp | 34.38%-19.2pp |
| Employer contribution / active EE | $0 | $2,027-100.0% | $4,013-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,785 | $4,223-57.7% | $6,221-71.3% | $4,528-60.6% |
| Admin fee / account holder | $226 | $307-26.2% | $9,003-97.5% | $348-35.0% |