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 | Sales loads (front end and deferred);... | $193,080 |
Filed as: AXA ADVISORS, LLC Service code 16 | Consulting | $26,352 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA ADVISORS LLC Service code 16 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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.
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 | $24,959 | $53,565-53.4% | $172,739-85.6% | $82,204-69.6% |
| Participation rate | 16.3% | 69.6%-53.3pp | 82.6%-66.3pp | 73.4%-57.1pp |
| Annual return | 25.03% | 31.42%-6.4pp | 802.84%-777.8pp | 26.31%-1.3pp |
| Employer contribution / active EE | $77 | $1,857-95.8% | $5,143-98.5% | $2,707-97.2% |
| Participant deferral / active EE | $691 | $3,006-77.0% | $5,198-86.7% | $4,246-83.7% |
| Admin fee / account holder | $146 | $61+137.6% | $13,954-99.0% | $76+92.9% |