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 10-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 LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $48,742 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,303 | $63,745-54.0% | $98,442-70.2% | $79,386-63.1% |
| Participation rate | 98.2% | 69.9%+28.3pp | 73.3%+24.8pp | 70.7%+27.5pp |
| Annual return | 8.98% | 625.80%-616.8pp | 1492.73%-1483.7pp | 116.85%-107.9pp |
| Employer contribution / active EE | $1,846 | $2,557-27.8% | $2,960-37.6% | $2,427-23.9% |
| Participant deferral / active EE | $2,206 | $3,303-33.2% | $4,276-48.4% | $4,046-45.5% |
| Admin fee / account holder | $254 | $516-50.8% | $5,949-95.7% | $626-59.5% |