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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $800 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS LLC Service code 61 525 WASHINGTON BLVD FL 29 · JERSEY CITY, NJ 07310 | Finders' fees / placement fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,138 | $70,002+4.5% | $115,037-36.4% | $52,331+39.8% |
| Participation rate | 97.6% | 72.1%+25.5pp | 81.4%+16.3pp | 68.1%+29.5pp |
| Annual return | 3.31% | 4.04%-0.7pp | 26.14%-22.8pp | 4.54%-1.2pp |
| Employer contribution / active EE | $2,383 | $2,715-12.2% | $4,608-48.3% | $1,882+26.7% |
| Participant deferral / active EE | $6,013 | $4,920+22.2% | $6,026-0.2% | $3,022+99.0% |
| Admin fee / account holder | $5 | $566-99.2% | $8,175-99.9% | $592-99.2% |