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 LLC2 years Filed as: EQUITABLE Service code 15 · EIN 13-5570651 | Recordkeeping | $14,961 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,490 | $50,199-57.2% | $70,092-69.3% | $66,914-67.9% |
| Participation rate | 92.0% | 66.3%+25.7pp | 70.5%+21.6pp | 69.8%+22.2pp |
| Annual return | -15.66% | -13.85%-1.8pp | 190.73%-206.4pp | 1.58%-17.2pp |
| Employer contribution / active EE | $2,075 | $1,864+11.3% | $2,559-18.9% | $2,544-18.5% |
| Participant deferral / active EE | $3,095 | $3,112-0.6% | $3,849-19.6% | $4,237-27.0% |
| Admin fee / account holder | $114 | $600-81.0% | $6,267-98.2% | $593-80.7% |