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 |
|---|---|---|
Filed as: AXA EQUITABLE Service code 25 · EIN 13-5570651 1290 AVE OF THE AMERICAS · NEW YORK, NY 10104 | Directed Trustee | $522 |
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 1 reportable transaction. $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 | $19,242 | $58,879-67.3% | $178,490-89.2% | $73,488-73.8% |
| Participation rate | 48.5% | 66.2%-17.7pp | 81.9%-33.4pp | 70.7%-22.1pp |
| Annual return | 10.72% | 24.86%-14.1pp | 151.07%-140.3pp | 28.51%-17.8pp |
| Employer contribution / active EE | $646 | $2,236-71.1% | $5,011-87.1% | $2,270-71.6% |
| Participant deferral / active EE | $841 | $2,567-67.2% | $5,202-83.8% | $3,740-77.5% |
| Admin fee / account holder | $33 | $400-91.7% | $13,984-99.8% | $513-93.5% |