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 LLC4 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $145,946 |
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 | $102,531 | $47,722+114.9% | $82,719+24.0% | $64,808+58.2% |
| Participation rate | 92.3% | 67.6%+24.6pp | 72.6%+19.7pp | 71.5%+20.8pp |
| Annual return | -16.60% | -13.05%-3.5pp | 701.18%-717.8pp | 32.82%-49.4pp |
| Employer contribution / active EE | $3,865 | $2,179+77.4% | $3,009+28.4% | $2,506+54.2% |
| Participant deferral / active EE | $4,049 | $3,329+21.6% | $4,395-7.9% | $4,310-6.1% |
| Admin fee / account holder | $298 | $143+108.8% | $5,329-94.4% | $188+58.9% |