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 CO10+ years Service code 15 · EIN 13-5570651 | Recordkeeping | $288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,113 | $59,417-27.4% | $93,606-53.9% | $74,495-42.1% |
| Participation rate | 28.1% | 59.7%-31.6pp | 68.7%-40.6pp | 67.2%-39.1pp |
| Annual return | 13.49% | 81.83%-68.3pp | 133.20%-119.7pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,797 | $3,050-41.1% | $4,411-59.3% | $4,346-58.6% |
| Admin fee / account holder | $3 | $3,021-99.9% | $8,285-100.0% | $1,942-99.8% |