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 LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $25,772 |
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 | $39,589 | $42,886-7.7% | $88,946-55.5% | $85,563-53.7% |
| Participation rate | 45.7% | 37.9%+7.8pp | 68.8%-23.2pp | 66.0%-20.3pp |
| Annual return | 15.45% | 44.56%-29.1pp | 57.82%-42.4pp | 31.51%-16.1pp |
| Employer contribution / active EE | $1,460 | $1,147+27.3% | $2,555-42.8% | $2,654-45.0% |
| Participant deferral / active EE | $2,388 | $2,108+13.3% | $4,581-47.9% | $4,375-45.4% |
| Admin fee / account holder | $118 | $2,263-94.8% | $8,261-98.6% | $834-85.9% |