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 |
|---|---|---|
Filed as: AXA EQUITABLE Service code 37 · EIN 13-5570651 | Loan Processing | $20,640 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,421 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,216 | $76,000-57.6% | $154,107-79.1% | $64,186-49.8% |
| Participation rate | 84.7% | 70.4%+14.3pp | 83.0%+1.7pp | 69.6%+15.1pp |
| Annual return | 4.07% | 30.32%-26.2pp | 735.12%-731.0pp | 7.63%-3.6pp |
| Employer contribution / active EE | $546 | $3,351-83.7% | $5,298-89.7% | $2,381-77.1% |
| Participant deferral / active EE | $1,582 | $3,175-50.2% | $5,081-68.9% | $3,470-54.4% |
| Admin fee / account holder | $22 | $5,596-99.6% | $13,411-99.8% | $4,888-99.5% |