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 15 · EIN 13-5570651 | Recordkeeping | $5,107 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,227 | $73,102-43.6% | $123,544-66.6% | $56,287-26.8% |
| Participation rate | 87.3% | 74.3%+13.0pp | 82.3%+5.0pp | 69.9%+17.4pp |
| Annual return | -4.73% | 3.01%-7.7pp | 119.20%-123.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $795 | $2,977-73.3% | $4,628-82.8% | $2,111-62.3% |
| Participant deferral / active EE | $3,443 | $5,423-36.5% | $6,426-46.4% | $3,350+2.8% |
| Admin fee / account holder | $43 | $554-92.2% | $9,284-99.5% | $521-91.7% |