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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.
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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 LIFE INSURANCE COMPAN Service code 15 · EIN 13-5570651 PO BOX 8095 · BOSTON, MA 022668095 | Recordkeeping | $13,593 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,638 | $35,986-20.4% | $77,482-63.0% | $73,488-61.0% |
| Participation rate | 54.2% | 40.8%+13.3pp | 54.2%0pp | 70.7%-16.5pp |
| Annual return | 19.01% | 19.26%-0.2pp | 54.79%-35.8pp | 28.51%-9.5pp |
| Employer contribution / active EE | $84 | $557-85.0% | $986-91.5% | $2,270-96.3% |
| Participant deferral / active EE | $1,960 | $1,198+63.6% | $1,861+5.3% | $3,740-47.6% |
| Admin fee / account holder | $128 | $466-72.5% | $2,858-95.5% | $513-75.0% |