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 7-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 LLC4 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $11,512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,453 | $57,739-83.6% | $112,229-91.6% | $74,419-87.3% |
| Participation rate | 10.2% | 55.6%-45.4pp | 72.4%-62.2pp | 70.7%-60.5pp |
| Annual return | 19.71% | 19.52%+0.2pp | 30.20%-10.5pp | 34.38%-14.7pp |
| Employer contribution / active EE | $0 | $1,675-100.0% | $3,430-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $999 | $2,891-65.5% | $4,798-79.2% | $4,528-77.9% |
| Admin fee / account holder | $67 | $462-85.6% | $7,748-99.1% | $348-80.9% |