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 | $146,642 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,500 | $84,784-21.6% | $98,439-32.4% | $74,419-10.6% |
| Participation rate | 94.7% | 81.5%+13.2pp | 75.2%+19.6pp | 70.7%+24.0pp |
| Annual return | 15.16% | 20.59%-5.4pp | 21.16%-6.0pp | 34.38%-19.2pp |
| Employer contribution / active EE | $3,553 | $3,364+5.6% | $3,048+16.6% | $2,637+34.7% |
| Participant deferral / active EE | $4,676 | $5,218-10.4% | $4,738-1.3% | $4,528+3.3% |
| Admin fee / account holder | $350 | $204+71.2% | $8,948-96.1% | $348+0.6% |