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 |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $19,454 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,936 | $41,854-54.8% | $73,843-74.4% | $52,331-63.8% |
| Participation rate | 42.1% | 66.2%-24.2pp | 73.4%-31.4pp | 68.1%-26.1pp |
| Annual return | -0.17% | 2.11%-2.3pp | 2267.84%-2268.0pp | 4.54%-4.7pp |
| Employer contribution / active EE | $184 | $1,920-90.4% | $2,787-93.4% | $1,882-90.2% |
| Participant deferral / active EE | $830 | $2,498-66.8% | $3,583-76.8% | $3,022-72.5% |
| Admin fee / account holder | $123 | $493-75.0% | $4,880-97.5% | $592-79.2% |