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 Filed as: AXA ADVISORS LLC Service code 27 · EIN 04-2647786 | Advisory (Plan) | $28,176 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,187 | $45,283-33.3% | $155,790-80.6% | $52,331-42.3% |
| Participation rate | 93.0% | 62.2%+30.8pp | 76.1%+16.9pp | 68.1%+24.9pp |
| Annual return | -0.27% | 1.80%-2.1pp | 71.54%-71.8pp | 4.54%-4.8pp |
| Employer contribution / active EE | $546 | $1,329-58.9% | $3,836-85.8% | $1,882-71.0% |
| Participant deferral / active EE | $2,597 | $2,854-9.0% | $4,797-45.9% | $3,022-14.1% |
| Admin fee / account holder | $86 | $981-91.3% | $7,478-98.9% | $592-85.5% |