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 LLC4 years Filed as: EQUITABLE Service code 15 · EIN 13-5570651 | Recordkeeping | $44,316 |
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 | $93,775 | $93,571+0.2% | $135,903-31.0% | $75,163+24.8% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | 25.76% | 30.90%-5.1pp | 68.23%-42.5pp | 160.62%-134.9pp |
| Employer contribution / active EE | $6,229 | $3,537+76.1% | $4,856+28.3% | $2,670+133.3% |
| Participant deferral / active EE | $9,153 | $6,404+42.9% | $7,758+18.0% | $4,125+121.9% |
| Admin fee / account holder | $396 | $6,975-94.3% | $10,762-96.3% | $5,651-93.0% |