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 Filed as: AXA NETWORK LLC Service code 52 4251 CRUMS MILL RD · HARRISBURG, PA 17112 | Indirect Investment Fees | $38,650 |
Filed as: DYATECH LLC Service code 15 · EIN 64-0936231 | Recordkeeping | $6,657 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $97,193 | $46,732+108.0% | $156,549-37.9% | $55,167+76.2% |
| Participation rate | 77.3% | 65.8%+11.5pp | 84.0%-6.7pp | 69.0%+8.3pp |
| Annual return | 6.81% | 17.72%-10.9pp | 32.23%-25.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $3,986 | $2,105+89.4% | $5,501-27.5% | $1,963+103.1% |
| Participant deferral / active EE | $5,868 | $2,204+166.2% | $4,871+20.5% | $3,054+92.1% |
| Admin fee / account holder | $15 | $418-96.3% | $13,027-99.9% | $504-96.9% |