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 INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $19,199 |
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 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 | $14,414 | $33,067-56.4% | $76,523-81.2% | $56,287-74.4% |
| Participation rate | 42.0% | 55.4%-13.4pp | 68.0%-26.0pp | 69.9%-27.8pp |
| Annual return | -1.10% | 2.72%-3.8pp | -0.27%-0.8pp | -9.96%+8.9pp |
| Employer contribution / active EE | $946 | $1,200-21.2% | $2,647-64.3% | $2,111-55.2% |
| Participant deferral / active EE | $1,438 | $2,240-35.8% | $3,835-62.5% | $3,350-57.1% |
| Admin fee / account holder | $111 | $537-79.3% | $4,848-97.7% | $521-78.7% |