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 CO5+ years Service code 15 · EIN 13-5570651 | Recordkeeping | $2,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,488 | $69,159-31.3% | $125,175-62.1% | $67,579-29.7% |
| Participation rate | 68.5% | 78.2%-9.7pp | 79.8%-11.2pp | 71.3%-2.7pp |
| Annual return | 23.30% | 27.12%-3.8pp | 43.79%-20.5pp | 378.56%-355.3pp |
| Employer contribution / active EE | $1,372 | $2,023-32.2% | $3,865-64.5% | $2,148-36.1% |
| Participant deferral / active EE | $3,405 | $3,700-8.0% | $4,937-31.0% | $3,539-3.8% |
| Admin fee / account holder | $9 | $142-93.9% | $9,702-99.9% | $142-93.9% |