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 |
|---|---|---|
Service code 28 · EIN 71-0294708 | Investment Management | $23,130 |
Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 66 · EIN 13-5570651 | Insurance mortality and expense charge | $6,026 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 66 · EIN 31-4156830 | Insurance mortality and expense charge | $6,026 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,318 | $89,739-6.0% | $149,718-43.7% | $62,292+35.4% |
| Participation rate | 71.8% | 85.1%-13.3pp | 87.1%-15.3pp | 69.5%+2.3pp |
| Annual return | 16.48% | 21.01%-4.5pp | 1501.63%-1485.2pp | 28.90%-12.4pp |
| Employer contribution / active EE | $815 | $3,233-74.8% | $5,445-85.0% | $2,042-60.1% |
| Participant deferral / active EE | $4,486 | $4,797-6.5% | $6,569-31.7% | $3,169+41.6% |
| Admin fee / account holder | $30 | $551-94.5% | $11,283-99.7% | $479-93.7% |