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 | $2,251 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,122 | $50,637-38.5% | $86,590-64.1% | $62,292-50.0% |
| Participation rate | 85.4% | 67.9%+17.5pp | 73.5%+11.9pp | 69.5%+15.9pp |
| Annual return | 14.20% | 20.80%-6.6pp | 964.84%-950.6pp | 28.90%-14.7pp |
| Employer contribution / active EE | $1,582 | $2,075-23.8% | $2,839-44.3% | $2,042-22.5% |
| Participant deferral / active EE | $2,268 | $2,611-13.1% | $3,609-37.1% | $3,169-28.4% |
| Admin fee / account holder | $18 | $413-95.5% | $4,906-99.6% | $479-96.2% |