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 |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO6+ years Filed as: AXA ADVISORS LLC Service code 28 · EIN 13-4071393 40 MONUMENT ROAD · BALA CYNWYD, PA 19004 | Investment Management | $90,901 |
Filed as: CBIZ, INC. Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $69,970 |
GELTRUDE & CO.6+ years Filed as: GELTRUDE & COMPANY Service code 10 · EIN 22-3363665 517 FRANKLIN AVENUE · NUTLEY, NJ 07110 | Accounting | $14,807 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $146,045-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 12.5%-12.5pp | 1.7%-1.7pp |
| Annual return | 5.41% | 627.08%-621.7pp | 9.55%-4.1pp | 627.08%-621.7pp |
| Employer contribution / active EE | $25,000 | $18,824+32.8% | $39,797-37.2% | $18,824+32.8% |
| Participant deferral / active EE | $0 | $418-100.0% | $130-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $0 | $1,923-100.0% |