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 LLC5 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $158,893 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $116,853 | $52,208+123.8% | $86,612+34.9% | $74,419+57.0% |
| Participation rate | 89.8% | 66.3%+23.5pp | 71.7%+18.2pp | 70.7%+19.1pp |
| Annual return | 17.70% | 44.46%-26.8pp | 591.07%-573.4pp | 34.38%-16.7pp |
| Employer contribution / active EE | $3,807 | $2,282+66.8% | $3,022+25.9% | $2,637+44.3% |
| Participant deferral / active EE | $4,176 | $3,383+23.4% | $4,438-5.9% | $4,528-7.8% |
| Admin fee / account holder | $306 | $319-3.9% | $5,614-94.5% | $348-12.0% |