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 Service code 15 · EIN 13-5570651 | Recordkeeping | $13,185 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,397 | $39,245-25.1% | $64,105-54.1% | $52,331-43.8% |
| Participation rate | 22.1% | 58.2%-36.1pp | 68.2%-46.1pp | 68.1%-46.0pp |
| Annual return | 1.48% | 14.79%-13.3pp | 791.24%-789.8pp | 4.54%-3.1pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,139 | $1,992-42.8% | $2,822-59.6% | $3,022-62.3% |
| Admin fee / account holder | $6 | $592-99.0% | $4,499-99.9% | $592-99.0% |