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 CO5+ years Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $49,658 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,561 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,831 |
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 | $151,751 | $65,376+132.1% | $87,100+74.2% | $65,185+132.8% |
| Participation rate | 77.1% | 75.3%+1.7pp | 76.9%+0.2pp | 70.2%+6.9pp |
| Annual return | 21.72% | 31.27%-9.5pp | 28.19%-6.5pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,287 | $1,822-29.4% | $2,521-48.9% | $2,177-40.9% |
| Participant deferral / active EE | $5,931 | $3,388+75.0% | $4,049+46.5% | $3,514+68.8% |
| Admin fee / account holder | $344 | $520-33.9% | $7,497-95.4% | $847-59.4% |