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 CO3+ years Service code 15 · EIN 13-5570651 | Recordkeeping | $17,167 |
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 | $46,377 | $58,726-21.0% | $92,233-49.7% | $62,292-25.6% |
| Participation rate | 88.6% | 68.3%+20.3pp | 76.5%+12.1pp | 69.5%+19.1pp |
| Annual return | 15.82% | 43.62%-27.8pp | 176.28%-160.5pp | 28.90%-13.1pp |
| Employer contribution / active EE | $1,142 | $2,392-52.2% | $3,679-69.0% | $2,042-44.1% |
| Participant deferral / active EE | $4,950 | $2,766+79.0% | $3,897+27.0% | $3,169+56.2% |
| Admin fee / account holder | $131 | $556-76.5% | $5,194-97.5% | $479-72.7% |