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 | $14,565 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,246 | $48,576-93.3% | $169,463-98.1% | $56,287-94.2% |
| Participation rate | 73.0% | 65.8%+7.2pp | 77.8%-4.8pp | 69.9%+3.1pp |
| Annual return | -8.54% | -2.51%-6.0pp | 1.83%-10.4pp | -9.96%+1.4pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,159-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,267 | $3,275-30.8% | $5,277-57.0% | $3,350-32.3% |
| Admin fee / account holder | $47 | $435-89.3% | $9,109-99.5% | $521-91.1% |