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 LIFE INSURANCE COMPANY Service code 15 · EIN 13-5570651 | Recordkeeping | $69,900 |
Service code 10 · EIN 82-4136506 | Accounting | $16,909 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $141,242 | $80,724+75.0% | $103,333+36.7% | $74,495+89.6% |
| Participation rate | 96.1% | 65.7%+30.4pp | 74.5%+21.6pp | 67.2%+28.9pp |
| Annual return | 15.89% | 27.56%-11.7pp | 24.88%-9.0pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $15,067 | $3,157+377.2% | $3,868+289.6% | $2,623+474.4% |
| Participant deferral / active EE | $6,699 | $3,860+73.5% | $5,057+32.5% | $4,346+54.2% |
| Admin fee / account holder | $530 | $2,368-77.6% | $8,355-93.7% | $1,942-72.7% |