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 CO3+ years Filed as: AXA ADVISORS, LLC Service code 27 · EIN 13-4071393 | Advisory (Plan) | $59,812 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,756 |
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 | $243,270 | $76,000+220.1% | $154,107+57.9% | $64,186+279.0% |
| Participation rate | 87.6% | 70.4%+17.2pp | 83.0%+4.6pp | 69.6%+18.1pp |
| Annual return | -6.27% | 30.32%-36.6pp | 735.12%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $6,482 | $3,351+93.5% | $5,298+22.4% | $2,381+172.3% |
| Participant deferral / active EE | $5,796 | $3,175+82.6% | $5,081+14.1% | $3,470+67.1% |
| Admin fee / account holder | $631 | $5,596-88.7% | $13,411-95.3% | $4,888-87.1% |