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 CO9+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $1,028 |
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 | $34,505 | $50,815-32.1% | $155,509-77.8% | $77,643-55.6% |
| Participation rate | 37.9% | 63.1%-25.2pp | 78.2%-40.2pp | 70.6%-32.6pp |
| Annual return | 12.16% | 34.80%-22.6pp | 64.67%-52.5pp | 31.24%-19.1pp |
| Employer contribution / active EE | $532 | $1,993-73.3% | $4,672-88.6% | $2,726-80.5% |
| Participant deferral / active EE | $1,204 | $2,822-57.3% | $5,626-78.6% | $4,647-74.1% |
| Admin fee / account holder | $4 | $437-99.1% | $15,912-100.0% | $430-99.1% |