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 CO1+ years Filed as: AXA ADVISORS, LLC Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $12,672 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,150 |
KARR BARTH FINANCIAL PLANNING, INC.1+ years Filed as: KARR BARTH FINANCIAL PLANNING Service code 99 40 MONUMENT ROAD · BALA CYNWYD, PA 190041797 | Other Fees | $1,564 |
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 | $25,503 | $22,714+12.3% | $59,496-57.1% | $55,191-53.8% |
| Participation rate | 60.3% | 37.5%+22.8pp | 54.6%+5.7pp | 69.2%-8.9pp |
| Annual return | -1.44% | -44.01%+42.6pp | 182.05%-183.5pp | 10.78%-12.2pp |
| Employer contribution / active EE | $255 | $418-39.0% | $1,153-77.9% | $1,899-86.6% |
| Participant deferral / active EE | $1,567 | $843+85.8% | $1,829-14.4% | $3,046-48.6% |
| Admin fee / account holder | $0 | $83-100.0% | $2,232-100.0% | $91-100.0% |