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 37 · EIN 04-2647786 | Loan Processing | $57,928 |
EQUITABLE ADVISORS LLC2 years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $38,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,911 | $104,475+67.4% | $159,436+9.7% | $79,386+120.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 16.21% | 67.95%-51.7pp | 263.57%-247.4pp | 116.85%-100.6pp |
| Employer contribution / active EE | $9,903 | $3,417+189.8% | $4,829+105.1% | $2,427+307.9% |
| Participant deferral / active EE | $9,926 | $6,467+53.5% | $7,352+35.0% | $4,046+145.3% |
| Admin fee / account holder | $438 | $711-38.4% | $10,799-95.9% | $626-30.1% |