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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,762 |
Filed as: AXA ADVISORS LLC Service code 49 · EIN 13-4071393 | Other Services | $23,074 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,543 | $40,113-61.3% | $84,015-81.5% | $77,787-80.0% |
| Participation rate | 28.9% | 62.8%-33.9pp | 69.0%-40.1pp | 73.2%-44.3pp |
| Annual return | 26.35% | 23.27%+3.1pp | 71.31%-45.0pp | 32.57%-6.2pp |
| Employer contribution / active EE | $354 | $847-58.2% | $1,983-82.2% | $2,504-85.9% |
| Participant deferral / active EE | $681 | $2,030-66.4% | $3,239-79.0% | $3,967-82.8% |
| Admin fee / account holder | $79 | $92-14.3% | $6,101-98.7% | $100-21.5% |