See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $14,152 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
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 | $33,493 | $80,177-58.2% | $123,892-73.0% | $57,658-41.9% |
| Participation rate | 95.1% | 74.4%+20.6pp | 81.4%+13.7pp | 70.2%+24.9pp |
| Annual return | 7.23% | 17.90%-10.7pp | 47.52%-40.3pp | 5.13%+2.1pp |
| Employer contribution / active EE | $3,689 | $2,913+26.6% | $4,617-20.1% | $1,974+86.9% |
| Participant deferral / active EE | $2,973 | $5,130-42.1% | $5,984-50.3% | $3,061-2.9% |
| Admin fee / account holder | $16 | $106-85.2% | $8,357-99.8% | $95-83.3% |