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 NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $16,980 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,081 |
Employer 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).
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 | $39,426 | $71,666-45.0% | $117,854-66.5% | $69,631-43.4% |
| Participation rate | 77.7% | 77.5%+0.2pp | 79.7%-2.0pp | 70.7%+7.0pp |
| Annual return | 20.00% | 18.86%+1.1pp | 335.08%-315.1pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $93 | $1,889-95.1% | $3,786-97.5% | $2,032-95.4% |
| Participant deferral / active EE | $3,668 | $3,340+9.8% | $4,482-18.2% | $3,224+13.8% |
| Admin fee / account holder | $23 | $120-80.5% | $8,020-99.7% | $110-78.8% |