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 LLC3 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,209 | $92,703-66.3% | $82,719-62.3% | $134,475-76.8% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -10.71% | 944.92%-955.6pp | 701.18%-711.9pp | 417.96%-428.7pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,400-100.0% |
| Admin fee / account holder | $15 | $5,983-99.7% | $5,329-99.7% | $11,426-99.9% |