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 CO3+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $3,548 |
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 | $29,012 | $46,173-37.2% | $170,442-83.0% | $69,631-58.3% |
| Participation rate | 56.1% | 63.9%-7.8pp | 83.6%-27.5pp | 70.7%-14.6pp |
| Annual return | 10.14% | 21.62%-11.5pp | 205.93%-195.8pp | 27571.02%-27560.9pp |
| Employer contribution / active EE | $495 | $1,610-69.3% | $5,433-90.9% | $2,032-75.7% |
| Participant deferral / active EE | $712 | $2,080-65.8% | $4,939-85.6% | $3,224-77.9% |
| Admin fee / account holder | $12 | $116-89.9% | $13,880-99.9% | $110-89.3% |