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 LLC6 years Filed as: EQUITABLE Service code 15 · EIN 13-5570651 | Recordkeeping | $18,137 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $17,103 | $29,548-42.1% | $56,411-69.7% | $77,643-78.0% |
| Participation rate | 19.5% | 32.7%-13.2pp | 52.5%-33.0pp | 70.6%-51.1pp |
| Annual return | 10.34% | 19.01%-8.7pp | 1701.33%-1691.0pp | 31.24%-20.9pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $574 | $1,061-45.9% | $1,952-70.6% | $4,647-87.6% |
| Admin fee / account holder | $152 | $1,046-85.4% | $2,829-94.6% | $430-64.6% |