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 Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $8,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,989 | $54,573-41.4% | $90,951-64.8% | $73,488-56.5% |
| Participation rate | 32.1% | 61.2%-29.1pp | 69.0%-36.9pp | 70.7%-38.6pp |
| Annual return | 17.73% | 16.69%+1.0pp | 134.60%-116.9pp | 28.51%-10.8pp |
| Employer contribution / active EE | $527 | $991-46.9% | $2,122-75.2% | $2,270-76.8% |
| Participant deferral / active EE | $1,128 | $2,517-55.2% | $3,373-66.5% | $3,740-69.8% |
| Admin fee / account holder | $180 | $521-65.5% | $5,959-97.0% | $513-65.0% |