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 15 · EIN 04-1590850 | Recordkeeping | $29,430 |
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 15 · EIN 13-5570651 | Recordkeeping | $373 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $38,788 | $89,652-56.7% | $141,162-72.5% | $65,185-40.5% |
| Participation rate | 57.9% | 74.7%-16.8pp | 82.5%-24.6pp | 70.2%-12.3pp |
| Annual return | 14.32% | 32.79%-18.5pp | 71.39%-57.1pp | 29.38%-15.1pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,605 | $5,691-36.7% | $6,709-46.3% | $3,514+2.6% |
| Admin fee / account holder | $186 | $569-67.2% | $10,261-98.2% | $847-78.0% |