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 LIFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,351 | $49,915-81.3% | $154,803-94.0% | $74,304-87.4% |
| Participation rate | 87.3% | 54.0%+33.4pp | 78.1%+9.3pp | 60.3%+27.0pp |
| Annual return | 11.77% | 34.06%-22.3pp | 58.88%-47.1pp | 29.43%-17.7pp |
| Employer contribution / active EE | $322 | $1,611-80.0% | $4,305-92.5% | $2,241-85.6% |
| Participant deferral / active EE | $1,989 | $2,255-11.8% | $5,540-64.1% | $3,767-47.2% |
| Admin fee / account holder | $214 | $2,189-90.2% | $14,329-98.5% | $2,969-92.8% |