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 | $5,107 |
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 | $61,344 | $86,225-28.9% | $146,665-58.2% | $86,799-29.3% |
| Participation rate | 60.2% | 78.0%-17.8pp | 80.1%-19.8pp | 72.3%-12.1pp |
| Annual return | 25.16% | 31.23%-6.1pp | 22.74%+2.4pp | 97.91%-72.7pp |
| Employer contribution / active EE | $1,252 | $2,392-47.6% | $4,136-69.7% | $2,405-47.9% |
| Participant deferral / active EE | $3,461 | $4,245-18.5% | $5,506-37.1% | $4,131-16.2% |
| Admin fee / account holder | $16 | $195-91.8% | $10,280-99.8% | $170-90.6% |