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 LLC4 years Filed as: EQUITABLE Service code 15 · EIN 13-5570651 | Recordkeeping | $16,106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,400 | $34,677-3.7% | $77,024-56.6% | $64,808-48.5% |
| Participation rate | 12.4% | 49.8%-37.5pp | 67.9%-55.5pp | 71.5%-59.1pp |
| Annual return | -14.59% | -5.33%-9.3pp | 42.32%-56.9pp | 32.82%-47.4pp |
| Employer contribution / active EE | $288 | $1,370-79.0% | $2,812-89.8% | $2,506-88.5% |
| Participant deferral / active EE | $620 | $2,556-75.8% | $4,426-86.0% | $4,310-85.6% |
| Admin fee / account holder | $221 | $179+23.6% | $5,425-95.9% | $188+17.5% |