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 LLC3 years Filed as: EQUITABLE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $81,432 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,100 | $79,013+62.1% | $100,391+27.6% | $74,495+72.0% |
| Participation rate | 99.5% | 79.5%+20.0pp | 81.5%+18.0pp | 67.2%+32.3pp |
| Annual return | 16.17% | 20.41%-4.2pp | 49.20%-33.0pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $3,718 | $3,021+23.0% | $3,942-5.7% | $2,623+41.7% |
| Participant deferral / active EE | $12,682 | $7,760+63.4% | $8,082+56.9% | $4,346+191.8% |
| Admin fee / account holder | $278 | $1,320-78.9% | $7,899-96.5% | $1,942-85.7% |