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 CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $2,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,885 | $57,096-24.9% | $94,224-54.5% | $55,191-22.3% |
| Participation rate | 60.6% | 75.7%-15.1pp | 78.8%-18.2pp | 69.2%-8.6pp |
| Annual return | -0.87% | 159.65%-160.5pp | 10.68%-11.6pp | 10.78%-11.6pp |
| Employer contribution / active EE | $1,248 | $1,708-26.9% | $3,587-65.2% | $1,899-34.2% |
| Participant deferral / active EE | $1,899 | $3,165-40.0% | $4,320-56.0% | $3,046-37.7% |
| Admin fee / account holder | $7 | $89-92.0% | $6,269-99.9% | $91-92.2% |