Filed March 29, 2026 (most recent of 2 filings on file)
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 CO2+ years Filed as: AXA ADVISORS LLC Service code 49 · EIN 13-4071393 | Other Services | $29,133 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,806 |
SIKICH LLP2+ years Service code 13 · EIN 36-3168081 | Contract Administrator | $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 | $29,405 | $36,916-20.3% | $156,549-81.2% | $57,658-49.0% |
| Participation rate | 86.0% | 63.4%+22.6pp | 84.0%+2.0pp | 70.2%+15.8pp |
| Annual return | 5.33% | 12.38%-7.1pp | 32.23%-26.9pp | 5.13%+0.2pp |
| Employer contribution / active EE | $1,904 | $1,571+21.2% | $5,501-65.4% | $1,974-3.5% |
| Participant deferral / active EE | $1,704 | $1,926-11.5% | $4,871-65.0% | $3,061-44.3% |
| Admin fee / account holder | $82 | $82-0.1% | $13,027-99.4% | $95-12.9% |