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 | $1,196 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,686 | $61,156-67.8% | $185,823-89.4% | $79,386-75.2% |
| Participation rate | 53.3% | 66.6%-13.3pp | 81.7%-28.4pp | 70.7%-17.4pp |
| Annual return | 13.12% | 19.45%-6.3pp | 122.05%-108.9pp | 116.85%-103.7pp |
| Employer contribution / active EE | $621 | $2,321-73.3% | $5,167-88.0% | $2,427-74.4% |
| Participant deferral / active EE | $818 | $2,789-70.7% | $5,568-85.3% | $4,046-79.8% |
| Admin fee / account holder | $37 | $710-94.7% | $16,237-99.8% | $626-94.0% |