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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 LLC2 years Filed as: EQUITABLE Service code 15 · EIN 13-5570651 | Recordkeeping | $14,624 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,378 | $39,948-24.0% | $89,391-66.0% | $73,409-58.6% |
| Participation rate | 13.3% | 50.4%-37.1pp | 68.0%-54.7pp | 72.2%-58.9pp |
| Annual return | 9.37% | 50.12%-40.8pp | 245.62%-236.2pp | 59.29%-49.9pp |
| Employer contribution / active EE | $277 | $1,200-76.9% | $2,586-89.3% | $2,234-87.6% |
| Participant deferral / active EE | $543 | $2,193-75.2% | $3,890-86.0% | $3,805-85.7% |
| Admin fee / account holder | $203 | $134+51.3% | $4,881-95.8% | $158+28.6% |