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 LLC5 years Filed as: EQUITABLE Service code 15 · EIN 20-3627707 | Recordkeeping | $61,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,332 | $80,724-88.4% | $103,333-91.0% | $74,495-87.5% |
| Participation rate | 68.3% | 65.7%+2.6pp | 74.5%-6.2pp | 67.2%+1.1pp |
| Annual return | 11.29% | 27.56%-16.3pp | 24.88%-13.6pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $734 | $3,157-76.7% | $3,868-81.0% | $2,623-72.0% |
| Participant deferral / active EE | $2,114 | $3,860-45.2% | $5,057-58.2% | $4,346-51.3% |
| Admin fee / account holder | $147 | $2,368-93.8% | $8,355-98.2% | $1,942-92.4% |