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 9-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 CO3+ years Service code 15 · EIN 13-5570651 | Recordkeeping | $1,175 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $33,210 | $66,180-49.8% | $118,746-72.0% | $62,292-46.7% |
| Participation rate | 71.8% | 71.3%+0.5pp | 78.3%-6.4pp | 69.5%+2.3pp |
| Annual return | 13.69% | 60.89%-47.2pp | 24.54%-10.9pp | 28.90%-15.2pp |
| Employer contribution / active EE | $0 | $3,183-100.0% | $4,193-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,228 | $4,247-47.5% | $5,332-58.2% | $3,169-29.7% |
| Admin fee / account holder | $703 | $753-6.7% | $10,720-93.4% | $479+46.7% |