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 CO1+ years Filed as: AXA Service code 27 1800 E LANCASTER AVE · PAOLI, PA 19301 | Advisory (Plan) | $40,961 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,175 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,600 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,426 | $55,182-15.9% | $73,307-36.7% | $55,191-15.9% |
| Participation rate | 80.1% | 73.9%+6.1pp | 74.9%+5.1pp | 69.2%+10.9pp |
| Annual return | 2.03% | 8.55%-6.5pp | 5.67%-3.6pp | 10.78%-8.7pp |
| Employer contribution / active EE | $1,373 | $1,935-29.0% | $3,237-57.6% | $1,899-27.7% |
| Participant deferral / active EE | $4,100 | $4,641-11.6% | $4,991-17.8% | $3,046+34.6% |
| Admin fee / account holder | $44 | $68-36.2% | $5,637-99.2% | $91-51.8% |