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 CO7+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $248 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,994 | $46,292-28.7% | $143,757-77.0% | $64,808-49.1% |
| Participation rate | 43.9% | 64.2%-20.3pp | 80.3%-36.4pp | 71.5%-27.6pp |
| Annual return | -6.79% | -10.05%+3.3pp | -0.04%-6.7pp | 32.82%-39.6pp |
| Employer contribution / active EE | $642 | $1,910-66.4% | $4,951-87.0% | $2,506-74.4% |
| Participant deferral / active EE | $1,481 | $2,646-44.0% | $5,637-73.7% | $4,310-65.6% |
| Admin fee / account holder | $1 | $154-99.3% | $14,673-100.0% | $188-99.4% |