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 LLC6 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $149,303 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,164 | $65,908+85.4% | $81,812+49.3% | $77,643+57.3% |
| Participation rate | 85.4% | 65.8%+19.6pp | 72.3%+13.1pp | 70.6%+14.8pp |
| Annual return | 14.29% | 26.64%-12.4pp | 773.79%-759.5pp | 31.24%-16.9pp |
| Employer contribution / active EE | $3,261 | $2,370+37.6% | $2,912+12.0% | $2,726+19.6% |
| Participant deferral / active EE | $3,833 | $3,505+9.3% | $4,319-11.2% | $4,647-17.5% |
| Admin fee / account holder | $263 | $526-50.0% | $7,386-96.4% | $430-38.8% |