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 28 4340 REDWOOD HIGHWAY SUITE B60 · SAN RAFAEL, CA 94903 | Investment Management | $15,866 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,330 | $48,795-44.0% | $65,493-58.3% | $84,808-67.8% |
| Participation rate | 78.1% | 67.0%+11.1pp | 73.1%+5.0pp | 68.3%+9.8pp |
| Annual return | 13.20% | 20.20%-7.0pp | 982.45%-969.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,061 | $1,930+6.8% | $2,574-20.0% | $2,631-21.7% |
| Participant deferral / active EE | $2,591 | $2,928-11.5% | $3,961-34.6% | $4,212-38.5% |
| Admin fee / account holder | $147 | $3,877-96.2% | $5,028-97.1% | $7,344-98.0% |