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 CO4+ years Filed as: AXA EQUITABLE LIFE INS COMPANY Service code 25 · EIN 13-5570651 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $2,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,385 | $37,196-77.5% | $154,107-94.6% | $55,725-85.0% |
| Participation rate | 51.3% | 64.1%-12.8pp | 83.0%-31.8pp | 70.9%-19.6pp |
| Annual return | -3.58% | 1319.68%-1323.3pp | 735.12%-738.7pp | 244.93%-248.5pp |
| Employer contribution / active EE | $347 | $1,614-78.5% | $5,298-93.4% | $2,078-83.3% |
| Participant deferral / active EE | $480 | $2,068-76.8% | $5,081-90.6% | $3,356-85.7% |
| Admin fee / account holder | $35 | $102-65.1% | $13,411-99.7% | $115-69.3% |