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 |
|---|---|---|
Filed as: AXA EQUITABLE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $26,821 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 · EIN 95-1411037 | Recordkeeping Fees | $895 |
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 | $47,193 | $51,244-7.9% | $80,975-41.7% | $55,167-14.5% |
| Participation rate | 93.3% | 71.7%+21.6pp | 75.8%+17.5pp | 69.0%+24.3pp |
| Annual return | 6.85% | 17.39%-10.5pp | 17.10%-10.3pp | 169.23%-162.4pp |
| Employer contribution / active EE | $2,462 | $1,770+39.1% | $3,714-33.7% | $1,963+25.4% |
| Participant deferral / active EE | $7,292 | $4,418+65.1% | $5,696+28.0% | $3,054+138.8% |
| Admin fee / account holder | $150 | $398-62.4% | $5,516-97.3% | $504-70.3% |