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 COMPAN Service code 15 · EIN 13-5570651 PO BOX 8095 · BOSTON, MA 022668095 | Recordkeeping | $2,926 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,657 | $28,109-33.6% | $71,086-73.8% | $56,287-66.9% |
| Participation rate | 58.3% | 40.4%+17.9pp | 54.7%+3.7pp | 69.9%-11.5pp |
| Annual return | -7.90% | -615.05%+607.2pp | 650.59%-658.5pp | -9.96%+2.1pp |
| Employer contribution / active EE | $75 | $558-86.5% | $1,088-93.1% | $2,111-96.4% |
| Participant deferral / active EE | $1,778 | $1,116+59.4% | $1,874-5.1% | $3,350-46.9% |
| Admin fee / account holder | $29 | $585-95.0% | $3,082-99.1% | $521-94.4% |