See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $3,917 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,151 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,220 | $86,332+3.3% | $125,175-28.7% | $65,185+36.9% |
| Participation rate | 58.8% | 75.3%-16.5pp | 79.8%-21.0pp | 70.2%-11.4pp |
| Annual return | 20.89% | 27.43%-6.5pp | 43.79%-22.9pp | 29.38%-8.5pp |
| Employer contribution / active EE | $487 | $2,040-76.1% | $3,865-87.4% | $2,177-77.6% |
| Participant deferral / active EE | $2,961 | $3,537-16.3% | $4,937-40.0% | $3,514-15.7% |
| Admin fee / account holder | $33 | $609-94.6% | $9,702-99.7% | $847-96.1% |