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.
| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1+ years Filed as: EQUITABLE FINANCIAL Service code 25 · EIN 13-5570651 | Directed Trustee | $1,421 |
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 | $16,773 | $50,982-67.1% | $154,803-89.2% | $85,563-80.4% |
| Participation rate | 25.7% | 59.8%-34.0pp | 78.1%-52.3pp | 66.0%-40.2pp |
| Annual return | 10.54% | 30.35%-19.8pp | 58.88%-48.3pp | 31.51%-21.0pp |
| Employer contribution / active EE | $695 | $1,708-59.3% | $4,305-83.9% | $2,654-73.8% |
| Participant deferral / active EE | $1,055 | $2,474-57.4% | $5,540-81.0% | $4,375-75.9% |
| Admin fee / account holder | $36 | $846-95.8% | $14,329-99.8% | $834-95.7% |