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 |
|---|---|---|
Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 P.O. BOX 8095 · BOSTON, MA 022668095 | Recordkeeping | $2,801 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,350 | $31,388-25.6% | $73,545-68.3% | $62,292-62.5% |
| Participation rate | 56.0% | 39.9%+16.2pp | 54.9%+1.1pp | 69.5%-13.5pp |
| Annual return | 27.78% | 25.34%+2.4pp | -15.16%+42.9pp | 28.90%-1.1pp |
| Employer contribution / active EE | $83 | $498-83.2% | $1,219-93.2% | $2,042-95.9% |
| Participant deferral / active EE | $2,044 | $1,028+98.7% | $1,806+13.2% | $3,169-35.5% |
| Admin fee / account holder | $35 | $299-88.2% | $2,320-98.5% | $479-92.6% |