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 LLC6 years Filed as: EQUITABLE Service code 15 · EIN 13-5570651 | Recordkeeping | $0 |
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 | $97,436 | $109,881-11.3% | $150,045-35.1% | $84,808+14.9% |
| Participation rate | 98.8% | 76.1%+22.7pp | 82.3%+16.4pp | 68.3%+30.5pp |
| Annual return | 17.38% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $4,293 | $3,561+20.6% | $4,693-8.5% | $2,631+63.2% |
| Participant deferral / active EE | $9,884 | $6,636+48.9% | $7,997+23.6% | $4,212+134.7% |
| Admin fee / account holder | $334 | $8,568-96.1% | $13,435-97.5% | $7,344-95.5% |