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 Service code 55 · EIN 13-4078005 | Other Commissions | $30,366 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,563 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,201 | $80,724+6.8% | $103,333-16.6% | $74,495+15.7% |
| Participation rate | 96.2% | 65.7%+30.5pp | 74.5%+21.6pp | 67.2%+29.0pp |
| Annual return | 14.91% | 27.56%-12.7pp | 24.88%-10.0pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $6,182 | $3,157+95.8% | $3,868+59.8% | $2,623+135.7% |
| Participant deferral / active EE | $6,143 | $3,860+59.1% | $5,057+21.5% | $4,346+41.4% |
| Admin fee / account holder | $9 | $2,368-99.6% | $8,355-99.9% | $1,942-99.5% |