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 CO3+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $7,539 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,330 | $45,825-81.8% | $90,645-90.8% | $56,287-85.2% |
| Participation rate | 65.9% | 66.7%-0.8pp | 74.0%-8.2pp | 69.9%-4.0pp |
| Annual return | -7.00% | 38.64%-45.6pp | 1.88%-8.9pp | -9.96%+3.0pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,532-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,566 | $2,562-38.9% | $3,425-54.3% | $3,350-53.2% |
| Admin fee / account holder | $61 | $413-85.3% | $4,994-98.8% | $521-88.3% |