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 CO3+ years Service code 15 · EIN 13-5570651 | Recordkeeping | $18,902 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
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 | $32,759 | $31,388+4.4% | $73,545-55.5% | $62,292-47.4% |
| Participation rate | 34.2% | 39.9%-5.6pp | 54.9%-20.7pp | 69.5%-35.3pp |
| Annual return | 12.42% | 25.34%-12.9pp | -15.16%+27.6pp | 28.90%-16.5pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $980 | $1,028-4.7% | $1,806-45.7% | $3,169-69.1% |
| Admin fee / account holder | $236 | $299-21.0% | $2,320-89.8% | $479-50.7% |