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 LLC3 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $40,714 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,395 | $34,934+4.2% | $56,411-35.5% | $74,495-51.1% |
| Participation rate | 66.4% | 32.8%+33.6pp | 52.5%+14.0pp | 67.2%-0.8pp |
| Annual return | 10.82% | 25.94%-15.1pp | 1701.33%-1690.5pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $997 | $609+63.7% | $1,039-4.0% | $2,623-62.0% |
| Participant deferral / active EE | $2,491 | $1,170+112.8% | $1,952+27.6% | $4,346-42.7% |
| Admin fee / account holder | $403 | $2,364-82.9% | $2,829-85.7% | $1,942-79.2% |