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 |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO4+ years Service code 15 · EIN 13-5570651 | Recordkeeping | $10,816 |
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 | $39,842 | $62,267-36.0% | $110,238-63.9% | $55,725-28.5% |
| Participation rate | 68.0% | 78.1%-10.1pp | 79.8%-11.8pp | 70.9%-2.8pp |
| Annual return | -2.60% | -1.07%-1.5pp | 314.74%-317.3pp | 244.93%-247.5pp |
| Employer contribution / active EE | $1,385 | $1,941-28.7% | $3,826-63.8% | $2,078-33.4% |
| Participant deferral / active EE | $3,336 | $3,516-5.1% | $4,672-28.6% | $3,356-0.6% |
| Admin fee / account holder | $54 | $121-55.5% | $8,547-99.4% | $115-53.3% |