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 | $60,423 |
EQUITABLE ADVISORS LLC4 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 | $165,182 | $91,407+80.7% | $135,903+21.5% | $71,457+131.2% |
| Participation rate | 99.0% | 75.7%+23.3pp | 81.9%+17.0pp | 67.9%+31.0pp |
| Annual return | 21.54% | 29.90%-8.4pp | 68.23%-46.7pp | 28.85%-7.3pp |
| Employer contribution / active EE | $9,480 | $3,703+156.0% | $4,856+95.2% | $2,588+266.4% |
| Participant deferral / active EE | $10,241 | $7,092+44.4% | $7,758+32.0% | $4,289+138.8% |
| Admin fee / account holder | $383 | $1,266-69.7% | $10,762-96.4% | $1,587-75.9% |