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 9-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 FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 132214956 | Directed Trustee | $0 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,073 | $100,852-77.1% | $90,404-74.5% | $158,922-85.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.59% | 1724.20%-1710.6pp | 1293.02%-1279.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $7,634 | $3,689+107.0% | $3,262+134.0% | $4,761+60.3% |
| Participant deferral / active EE | $7,634 | $4,348+75.6% | $3,963+92.6% | $5,982+27.6% |
| Admin fee / account holder | $15 | $6,501-99.8% | $5,611-99.7% | $11,246-99.9% |