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 LLC1 year Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $28,524 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,047 | $45,031-26.6% | $84,966-61.1% | $77,643-57.4% |
| Participation rate | 43.0% | 48.7%-5.7pp | 67.5%-24.5pp | 70.6%-27.6pp |
| Annual return | 15.01% | 79.22%-64.2pp | 66.38%-51.4pp | 31.24%-16.2pp |
| Employer contribution / active EE | $1,293 | $1,609-19.6% | $2,727-52.6% | $2,726-52.6% |
| Participant deferral / active EE | $2,083 | $2,807-25.8% | $4,519-53.9% | $4,647-55.2% |
| Admin fee / account holder | $137 | $912-85.0% | $6,149-97.8% | $430-68.1% |