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 CO5+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $1,667 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,313 | $52,293-38.2% | $178,490-81.9% | $73,409-56.0% |
| Participation rate | 57.4% | 65.3%-7.9pp | 81.9%-24.5pp | 72.2%-14.8pp |
| Annual return | 3.00% | 34.75%-31.8pp | 151.07%-148.1pp | 59.29%-56.3pp |
| Employer contribution / active EE | $620 | $1,735-64.3% | $5,011-87.6% | $2,234-72.2% |
| Participant deferral / active EE | $1,417 | $2,332-39.2% | $5,202-72.8% | $3,805-62.8% |
| Admin fee / account holder | $7 | $127-94.6% | $13,984-100.0% | $158-95.7% |