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.
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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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,102 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 37 · EIN 13-5570651 | Loan Processing | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,981 | $49,915-37.9% | $154,803-80.0% | $74,304-58.3% |
| Participation rate | 67.6% | 54.0%+13.7pp | 78.1%-10.5pp | 60.3%+7.3pp |
| Annual return | 10.36% | 34.06%-23.7pp | 58.88%-48.5pp | 29.43%-19.1pp |
| Employer contribution / active EE | $937 | $1,611-41.8% | $4,305-78.2% | $2,241-58.2% |
| Participant deferral / active EE | $1,206 | $2,255-46.5% | $5,540-78.2% | $3,767-68.0% |
| Admin fee / account holder | $8 | $2,189-99.6% | $14,329-99.9% | $2,969-99.7% |