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 | $27,957 |
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 66 | Insurance mortality and expense charge | $7,803 |
NATIONWIDE4 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 66 · EIN 31-4156830 | Insurance mortality and expense charge | $7,803 |
Service code 66 · EIN 13-5570651 | Insurance mortality and expense charge | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,613 | $136,307-30.6% | $177,821-46.8% | $73,488+28.7% |
| Participation rate | 80.6% | 86.1%-5.5pp | 87.7%-7.2pp | 70.7%+9.9pp |
| Annual return | 14.55% | 18.68%-4.1pp | 48.32%-33.8pp | 28.51%-14.0pp |
| Employer contribution / active EE | $939 | $3,712-74.7% | $5,918-84.1% | $2,270-58.6% |
| Participant deferral / active EE | $5,269 | $5,829-9.6% | $7,714-31.7% | $3,740+40.9% |
| Admin fee / account holder | $20 | $596-96.6% | $12,427-99.8% | $513-96.0% |