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 Service code 15 · EIN 13-5570651 | Recordkeeping | $16,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,031 | $26,805+4.6% | $59,496-52.9% | $52,331-46.4% |
| Participation rate | 40.7% | 39.3%+1.4pp | 54.6%-13.8pp | 68.1%-27.4pp |
| Annual return | 0.23% | 2.61%-2.4pp | 182.05%-181.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $0 | $450-100.0% | $1,153-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,008 | $916+10.0% | $1,829-44.9% | $3,022-66.6% |
| Admin fee / account holder | $204 | $305-33.2% | $2,232-90.9% | $592-65.6% |