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 LLC1 year Service code 27 · EIN 13-4078005 | Advisory (Plan) | $32,390 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,874 |
Participant 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 | $56,108 | $136,307-58.8% | $177,821-68.4% | $73,488-23.7% |
| Participation rate | 80.0% | 86.1%-6.1pp | 87.7%-7.7pp | 70.7%+9.3pp |
| Annual return | 18.48% | 18.68%-0.2pp | 48.32%-29.8pp | 28.51%-10.0pp |
| Employer contribution / active EE | $4,448 | $3,712+19.8% | $5,918-24.8% | $2,270+95.9% |
| Participant deferral / active EE | $3,239 | $5,829-44.4% | $7,714-58.0% | $3,740-13.4% |
| Admin fee / account holder | $30 | $596-94.9% | $12,427-99.8% | $513-94.1% |