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 | Loan Processing | $2,269 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,408 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 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 | $48,684 | $52,953-8.1% | $172,739-71.8% | $65,185-25.3% |
| Participation rate | 82.2% | 66.2%+16.1pp | 82.6%-0.4pp | 70.2%+12.0pp |
| Annual return | 14.63% | 30.12%-15.5pp | 802.84%-788.2pp | 29.38%-14.8pp |
| Employer contribution / active EE | $309 | $2,190-85.9% | $5,143-94.0% | $2,177-85.8% |
| Participant deferral / active EE | $1,729 | $2,471-30.0% | $5,198-66.7% | $3,514-50.8% |
| Admin fee / account holder | $27 | $472-94.2% | $13,954-99.8% | $847-96.8% |