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 4-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 ADVISORS, LLC Service code 26 · EIN 13-4071393 100 MADISON STREET · SYRACUSE, NY 13202 | Advisory (Participants) | $34,766 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,608 | $56,317+160.3% | $71,209+105.9% | $74,304+97.3% |
| Participation rate | 96.8% | 55.1%+41.6pp | 73.8%+23.0pp | 60.3%+36.4pp |
| Annual return | 15.66% | 42.83%-27.2pp | 282.51%-266.8pp | 29.43%-13.8pp |
| Employer contribution / active EE | $5,362 | $2,160+148.3% | $2,721+97.1% | $2,241+139.3% |
| Participant deferral / active EE | $7,443 | $2,788+167.0% | $4,175+78.3% | $3,767+97.6% |
| Admin fee / account holder | $240 | $2,290-89.5% | $5,349-95.5% | $2,969-91.9% |