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 CO7+ years Filed as: AXA ADVISORS LLC Service code 28 · EIN 13-4071393 40 MONUMENT ROAD · BALA CYNWYD, PA 19004 | Investment Management | $115,381 |
Filed as: CBIZ, INC. Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $89,488 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET RETIREE SERVICES Service code 62 · EIN 04-1867445 ACCOUNTING OPERATIONS CC/A · BOSTON, MA 022065607 | Float revenue; Other fees | $16,669 |
GELTRUDE & CO.7+ years Filed as: GELTRUDE & COMPANY Service code 10 · EIN 22-3363665 517 FRANKLIN AVENUE · NUTLEY, NJ 07110 | Accounting | $14,500 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $98,742-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 30.7%-30.7pp | 3.6%-3.6pp |
| Annual return | 11.53% | 11.84%-0.3pp | 7.86%+3.7pp | 11.84%-0.3pp |
| Employer contribution / active EE | $0 | $17,339-100.0% | $39,100-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $683-100.0% | $45-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $15,347-100.0% | $409-100.0% |