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 EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $2,800 |
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.
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 | $44,839 | $107,378-58.2% | $108,579-58.7% | $57,658-22.2% |
| Participation rate | 59.2% | 77.1%-17.9pp | 79.6%-20.4pp | 70.2%-11.0pp |
| Annual return | 4.07% | 12.80%-8.7pp | -51.70%+55.8pp | 5.13%-1.1pp |
| Employer contribution / active EE | $1,343 | $1,782-24.6% | $3,758-64.3% | $1,974-32.0% |
| Participant deferral / active EE | $1,850 | $3,221-42.5% | $4,311-57.1% | $3,061-39.5% |
| Admin fee / account holder | $7 | $108-93.3% | $7,645-99.9% | $95-92.3% |