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 Service code 15 · EIN 13-5570651 | Recordkeeping | $3,832 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $2,298 | $50,898-95.5% | $171,082-98.7% | $55,167-95.8% |
| Participation rate | 59.9% | 63.3%-3.4pp | 76.7%-16.8pp | 69.0%-9.1pp |
| Annual return | 27.36% | 15.34%+12.0pp | 32.56%-5.2pp | 169.23%-141.9pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,453 | $2,994-51.5% | $4,797-69.7% | $3,054-52.4% |
| Admin fee / account holder | $24 | $500-95.2% | $8,520-99.7% | $504-95.2% |