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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Sales loads (front... | $101,692 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS LLC Service code 16 | Consulting | $16,991 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS, LLC Service code 16 4251 CRUMS MILLS RD · HARRISBURG, PA 17112 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $63,296 | $80,177-21.1% | $123,892-48.9% | $57,658+9.8% |
| Participation rate | 79.9% | 74.4%+5.5pp | 81.4%-1.5pp | 70.2%+9.7pp |
| Annual return | 12.89% | 17.90%-5.0pp | 47.52%-34.6pp | 5.13%+7.8pp |
| Employer contribution / active EE | $1,749 | $2,913-40.0% | $4,617-62.1% | $1,974-11.4% |
| Participant deferral / active EE | $4,794 | $5,130-6.6% | $5,984-19.9% | $3,061+56.6% |
| Admin fee / account holder | $13 | $106-87.7% | $8,357-99.8% | $95-86.2% |