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 | $32,272 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,571 | $92,971-48.8% | $96,683-50.8% | $74,419-36.1% |
| Participation rate | 71.6% | 71.5%+0.1pp | 74.3%-2.7pp | 70.7%+0.9pp |
| Annual return | 20.30% | 37.49%-17.2pp | 35.69%-15.4pp | 34.38%-14.1pp |
| Employer contribution / active EE | $1,682 | $3,426-50.9% | $3,737-55.0% | $2,637-36.2% |
| Participant deferral / active EE | $2,935 | $3,970-26.1% | $4,878-39.8% | $4,528-35.2% |
| Admin fee / account holder | $126 | $633-80.1% | $6,730-98.1% | $348-63.8% |