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 EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 1290 AVE OF THE AMERICAS · NEW YORK, NY 10104 | Directed Trustee | $862 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 5 reportable transactions. $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.
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 | $14,483 | $52,953-72.6% | $172,739-91.6% | $65,185-77.8% |
| Participation rate | 51.8% | 66.2%-14.4pp | 82.6%-30.9pp | 70.2%-18.4pp |
| Annual return | 16.48% | 30.12%-13.6pp | 802.84%-786.4pp | 29.38%-12.9pp |
| Employer contribution / active EE | $605 | $2,190-72.4% | $5,143-88.2% | $2,177-72.2% |
| Participant deferral / active EE | $783 | $2,471-68.3% | $5,198-84.9% | $3,514-77.7% |
| Admin fee / account holder | $36 | $472-92.3% | $13,954-99.7% | $847-95.7% |