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 | $16,919 |
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 | $33,931 | $52,884-35.8% | $84,750-60.0% | $55,167-38.5% |
| Participation rate | 91.2% | 67.5%+23.7pp | 76.6%+14.6pp | 69.0%+22.2pp |
| Annual return | 9.71% | 18.03%-8.3pp | 22.78%-13.1pp | 169.23%-159.5pp |
| Employer contribution / active EE | $2,077 | $2,233-7.0% | $3,574-41.9% | $1,963+5.8% |
| Participant deferral / active EE | $5,049 | $2,644+91.0% | $3,712+36.0% | $3,054+65.3% |
| Admin fee / account holder | $104 | $581-82.0% | $5,332-98.0% | $504-79.3% |