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 13 · EIN 42-0127290 | Contract Administrator | $6,176 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE Service code 15 · EIN 13-5570651 | Recordkeeping | $685 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,358 | $82,664+77.1% | $125,339+16.8% | $68,494+113.7% |
| Participation rate | 91.7% | 75.0%+16.6pp | 82.4%+9.3pp | 67.9%+23.8pp |
| Annual return | -12.82% | -5.97%-6.8pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,613 | $3,381-52.3% | $4,814-66.5% | $2,596-37.9% |
| Participant deferral / active EE | $8,372 | $6,110+37.0% | $7,446+12.4% | $4,027+107.9% |
| Admin fee / account holder | $81 | $6,275-98.7% | $10,010-99.2% | $5,403-98.5% |