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 CO2+ years Service code 15 · EIN 13-5570651 | Recordkeeping | $17,012 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,801 | $25,723+12.0% | $69,182-58.4% | $55,167-47.8% |
| Participation rate | 41.1% | 39.4%+1.7pp | 55.1%-14.0pp | 69.0%-27.9pp |
| Annual return | 6.67% | 9.56%-2.9pp | -21.93%+28.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,039 | $963+7.8% | $1,897-45.2% | $3,054-66.0% |
| Admin fee / account holder | $203 | $365-44.5% | $2,697-92.5% | $504-59.8% |