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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Sales loads (front end... | $129,439 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS LLC Service code 16 1290 AVENUE OF THE AMERICA · NEW YORK, NY 10104 | Consulting | $19,613 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,874 | $37,213-41.2% | $156,549-86.0% | $63,975-65.8% |
| Participation rate | 21.3% | 65.0%-43.7pp | 84.0%-62.7pp | 71.1%-49.8pp |
| Annual return | 9.38% | 47.89%-38.5pp | 32.23%-22.8pp | 48.65%-39.3pp |
| Employer contribution / active EE | $106 | $1,357-92.2% | $5,501-98.1% | $2,182-95.2% |
| Participant deferral / active EE | $964 | $2,070-53.4% | $4,871-80.2% | $3,356-71.3% |
| Admin fee / account holder | $132 | $56+134.2% | $13,027-99.0% | $70+87.3% |