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 LLC4 years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $24,168 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,463 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,240 | $130,194-50.7% | $169,993-62.2% | $71,457-10.1% |
| Participation rate | 97.8% | 86.1%+11.6pp | 87.0%+10.8pp | 67.9%+29.9pp |
| Annual return | 16.28% | 20.37%-4.1pp | 53.37%-37.1pp | 28.85%-12.6pp |
| Employer contribution / active EE | $7,237 | $4,381+65.2% | $6,785+6.7% | $2,588+179.7% |
| Participant deferral / active EE | $4,895 | $6,923-29.3% | $10,408-53.0% | $4,289+14.1% |
| Admin fee / account holder | $205 | $966-78.7% | $12,815-98.4% | $1,587-87.1% |