See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE Service code 15 · EIN 13-5570651 | Recordkeeping | $348 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,632 | $102,616-32.1% | $81,983-15.1% | $158,922-56.2% |
| Participation rate | 92.9% | 75.5%+17.3pp | 69.2%+23.6pp | 82.0%+10.9pp |
| Annual return | 11.19% | 61.04%-49.8pp | 41.31%-30.1pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,672 | $3,240-17.5% | $2,498+6.9% | $4,761-43.9% |
| Participant deferral / active EE | $3,722 | $4,648-19.9% | $3,7220% | $5,982-37.8% |
| Admin fee / account holder | $4 | $8,235-100.0% | $5,664-99.9% | $11,246-100.0% |