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 EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $392 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,383 | $46,732-69.2% | $156,549-90.8% | $55,167-73.9% |
| Participation rate | 51.4% | 65.8%-14.4pp | 84.0%-32.6pp | 69.0%-17.6pp |
| Annual return | -0.04% | 17.72%-17.8pp | 32.23%-32.3pp | 169.23%-169.3pp |
| Employer contribution / active EE | $564 | $2,105-73.2% | $5,501-89.7% | $1,963-71.3% |
| Participant deferral / active EE | $670 | $2,204-69.6% | $4,871-86.2% | $3,054-78.1% |
| Admin fee / account holder | $23 | $418-94.5% | $13,027-99.8% | $504-95.4% |