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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $660 |
Filed as: AXA NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,128 | $46,722-41.9% | $130,648-79.2% | $65,185-58.4% |
| Participation rate | 72.6% | 60.9%+11.7pp | 71.7%+0.9pp | 70.2%+2.4pp |
| Annual return | 36.99% | 24.17%+12.8pp | 1708.96%-1672.0pp | 29.38%+7.6pp |
| Employer contribution / active EE | $2,502 | $1,488+68.2% | $4,092-38.8% | $2,177+15.0% |
| Participant deferral / active EE | $4,580 | $2,545+79.9% | $3,603+27.1% | $3,514+30.3% |
| Admin fee / account holder | $5 | $453-98.9% | $5,464-99.9% | $847-99.4% |