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 Service code 15 · EIN 13-5570651 | Recordkeeping | $3,876 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,217 | $50,637-73.9% | $86,590-84.7% | $62,292-78.8% |
| Participation rate | 42.5% | 67.9%-25.4pp | 73.5%-31.1pp | 69.5%-27.0pp |
| Annual return | 17.66% | 20.80%-3.1pp | 964.84%-947.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $534 | $2,075-74.3% | $2,839-81.2% | $2,042-73.9% |
| Participant deferral / active EE | $970 | $2,611-62.8% | $3,609-73.1% | $3,169-69.4% |
| Admin fee / account holder | $42 | $413-89.9% | $4,906-99.2% | $479-91.3% |