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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $100,375 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE NETWORK LLC Service code 22 · EIN 06-1555494 | Insurance Broker | $41,548 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,986 | $64,612-16.4% | $86,436-37.5% | $64,808-16.7% |
| Participation rate | 57.9% | 81.5%-23.6pp | 80.3%-22.5pp | 71.5%-13.6pp |
| Annual return | -16.80% | 0.66%-17.5pp | 4394.89%-4411.7pp | 32.82%-49.6pp |
| Employer contribution / active EE | $1,613 | $2,744-41.2% | $3,769-57.2% | $2,506-35.6% |
| Participant deferral / active EE | $4,991 | $7,497-33.4% | $6,952-28.2% | $4,310+15.8% |
| Admin fee / account holder | $389 | $169+130.1% | $6,731-94.2% | $188+107.2% |