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 |
|---|---|---|
Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $2,288 |
Service code 26 ONE UNIVERSITY PARK · WALTHAM, MA 024533483 | Advisory (Participants) | $0 |
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
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 | $17,848 | $43,723-59.2% | $121,196-85.3% | $64,186-72.2% |
| Participation rate | 81.6% | 58.3%+23.3pp | 71.7%+9.9pp | 69.6%+12.1pp |
| Annual return | -6.28% | 68.91%-75.2pp | 16.93%-23.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $909 | $1,296-29.9% | $4,022-77.4% | $2,381-61.8% |
| Participant deferral / active EE | $1,124 | $2,280-50.7% | $3,344-66.4% | $3,470-67.6% |
| Admin fee / account holder | $69 | $3,501-98.0% | $5,019-98.6% | $4,888-98.6% |