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 EQUITABLE LIFE INSURANCE COMPAN Service code 25 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $1,272 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,041 | $47,126-32.0% | $149,673-78.6% | $74,419-56.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 8.77% | 22.75%-14.0pp | 134.42%-125.6pp | 34.38%-25.6pp |
| Employer contribution / active EE | $605 | $1,905-68.3% | $4,818-87.4% | $2,637-77.1% |
| Participant deferral / active EE | $1,270 | $2,728-53.5% | $5,680-77.6% | $4,528-72.0% |
| Admin fee / account holder | $5 | $343-98.7% | $13,210-100.0% | $348-98.7% |