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 CO4+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $3,711 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,841 | $37,196-30.5% | $154,107-83.2% | $55,725-53.6% |
| Participation rate | 60.0% | 64.1%-4.1pp | 83.0%-23.0pp | 70.9%-10.8pp |
| Annual return | -3.11% | 1319.68%-1322.8pp | 735.12%-738.2pp | 244.93%-248.0pp |
| Employer contribution / active EE | $517 | $1,614-68.0% | $5,298-90.2% | $2,078-75.1% |
| Participant deferral / active EE | $705 | $2,068-65.9% | $5,081-86.1% | $3,356-79.0% |
| Admin fee / account holder | $13 | $102-87.4% | $13,411-99.9% | $115-88.9% |