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 8-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 LLC3 years Filed as: EQUITABLE Service code 15 · EIN 13-5570651 | Recordkeeping | $40,680 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,375 | $82,664-5.2% | $125,339-37.5% | $68,494+14.4% |
| Participation rate | 98.6% | 75.0%+23.5pp | 82.4%+16.2pp | 67.9%+30.7pp |
| Annual return | -14.98% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $5,855 | $3,381+73.2% | $4,814+21.6% | $2,596+125.5% |
| Participant deferral / active EE | $8,098 | $6,110+32.5% | $7,446+8.8% | $4,027+101.1% |
| Admin fee / account holder | $412 | $6,275-93.4% | $10,010-95.9% | $5,403-92.4% |