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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,318 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA ADVISORS, LLC Service code 27 100 MADISON ST · SYRACUSE, NY 13202 | Advisory (Plan) | $18,012 |
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.
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 | $25,933 | $19,542+32.7% | $71,086-63.5% | - |
| Participation rate | 69.9% | 40.8%+29.0pp | 54.7%+15.2pp | - |
| Annual return | -6.06% | -4.82%-1.2pp | 650.59%-656.7pp | - |
| Employer contribution / active EE | $356 | $493-27.8% | $1,088-67.3% | - |
| Participant deferral / active EE | $2,109 | $1,220+72.9% | $1,874+12.5% | - |
| Admin fee / account holder | $0 | $1,270-100.0% | $3,082-100.0% | - |