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 Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $1,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,876 | $46,173-50.5% | $170,442-86.6% | $69,631-67.1% |
| Participation rate | 20.9% | 63.9%-43.0pp | 83.6%-62.7pp | 70.7%-49.8pp |
| Annual return | 16.72% | 21.62%-4.9pp | 205.93%-189.2pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $132 | $1,610-91.8% | $5,433-97.6% | $2,032-93.5% |
| Participant deferral / active EE | $759 | $2,080-63.5% | $4,939-84.6% | $3,224-76.5% |
| Admin fee / account holder | $32 | $116-72.4% | $13,880-99.8% | $110-71.1% |