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 LLC2 years Filed as: EQUITABLE Service code 15 · EIN 13-5570651 | Recordkeeping | $835 |
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 | $198,120 | $81,208+144.0% | $98,907+100.3% | $79,858+148.1% |
| Participation rate | 81.9% | 72.5%+9.4pp | 76.0%+5.9pp | 69.6%+12.3pp |
| Annual return | 13.25% | 60.99%-47.7pp | 196.43%-183.2pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,427 | $1,960-27.2% | $2,689-46.9% | $2,471-42.2% |
| Participant deferral / active EE | $6,896 | $3,265+111.2% | $4,244+62.5% | $3,740+84.4% |
| Admin fee / account holder | $9 | $6,013-99.8% | $6,642-99.9% | $5,306-99.8% |