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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 Service code 15 · EIN 13-5570651 | Recordkeeping | $16,334 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $10,495 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,514 | $72,994-89.7% | $120,354-93.8% | $77,643-90.3% |
| Participation rate | 85.2% | 55.2%+30.0pp | 71.9%+13.3pp | 70.6%+14.6pp |
| Annual return | 12.54% | 18.23%-5.7pp | 107.15%-94.6pp | 31.24%-18.7pp |
| Employer contribution / active EE | $0 | $1,793-100.0% | $3,463-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,776 | $3,011-41.0% | $4,991-64.4% | $4,647-61.8% |
| Admin fee / account holder | $43 | $658-93.5% | $9,423-99.5% | $430-90.0% |