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 CO8+ years Filed as: AXA ADVISORS, LLC Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $21,871 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,787 | $26,549+53.6% | $61,373-33.5% | $66,914-39.0% |
| Participation rate | 65.9% | 38.1%+27.9pp | 52.6%+13.4pp | 69.8%-3.9pp |
| Annual return | -15.28% | -16.21%+0.9pp | 338.61%-353.9pp | 1.58%-16.9pp |
| Employer contribution / active EE | $369 | $651-43.3% | $1,159-68.1% | $2,544-85.5% |
| Participant deferral / active EE | $2,279 | $1,338+70.3% | $2,125+7.3% | $4,237-46.2% |
| Admin fee / account holder | $0 | $409-100.0% | $2,130-100.0% | $593-100.0% |