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 LLC5 years Filed as: EQUITABLE Service code 15 · EIN 13-5570651 | Recordkeeping | $51,950 |
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 | $107,197 | $102,317+4.8% | $146,958-27.1% | $80,856+32.6% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.2%+16.6pp | 67.6%+31.1pp |
| Annual return | 12.85% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $6,539 | $3,713+76.1% | $4,933+32.6% | $2,755+137.4% |
| Participant deferral / active EE | $9,234 | $6,644+39.0% | $8,070+14.4% | $4,296+115.0% |
| Admin fee / account holder | $450 | $7,941-94.3% | $12,998-96.5% | $6,918-93.5% |