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 CO1+ years Service code 15 · EIN 13-5570651 | Recordkeeping | $14,240 |
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 | $32,111 | $50,464-36.4% | $75,781-57.6% | $52,331-38.6% |
| Participation rate | 96.6% | 66.8%+29.8pp | 75.8%+20.8pp | 68.1%+28.5pp |
| Annual return | -1.14% | 1.03%-2.2pp | 9.68%-10.8pp | 4.54%-5.7pp |
| Employer contribution / active EE | $2,035 | $1,988+2.4% | $3,323-38.8% | $1,882+8.2% |
| Participant deferral / active EE | $4,275 | $2,570+66.3% | $3,651+17.1% | $3,022+41.5% |
| Admin fee / account holder | $96 | $1,103-91.3% | $5,299-98.2% | $592-83.8% |