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 CO5+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $4,642 |
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 | $27,263 | $62,928-56.7% | $172,739-84.2% | $67,579-59.7% |
| Participation rate | 63.6% | 64.5%-0.8pp | 82.6%-19.0pp | 71.3%-7.7pp |
| Annual return | 14.12% | 30.36%-16.2pp | 802.84%-788.7pp | 378.56%-364.4pp |
| Employer contribution / active EE | $580 | $1,636-64.6% | $5,143-88.7% | $2,148-73.0% |
| Participant deferral / active EE | $839 | $2,145-60.9% | $5,198-83.9% | $3,539-76.3% |
| Admin fee / account holder | $13 | $167-92.4% | $13,954-99.9% | $142-91.1% |