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 ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $66,298 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,394 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $118,597 | $59,186+100.4% | $76,768+54.5% | $56,287+110.7% |
| Participation rate | 77.0% | 75.2%+1.8pp | 77.0%0pp | 69.9%+7.1pp |
| Annual return | -5.94% | 6.62%-12.6pp | 2.43%-8.4pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,253 | $1,759-28.7% | $2,485-49.6% | $2,111-40.6% |
| Participant deferral / active EE | $5,766 | $3,255+77.1% | $3,852+49.7% | $3,350+72.1% |
| Admin fee / account holder | $329 | $489-32.7% | $6,675-95.1% | $521-36.9% |