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 |
|---|---|---|
HILLTOP NATIONAL BANK6 years Service code 15 300 COUNTRY CLUB ROAD · CASPER, WY 82609 | Recordkeeping | $5,835 |
AXA EQUITABLE LIFE INSURANCE CO7+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,311 | $65,061-56.5% | $143,757-80.3% | $66,914-57.7% |
| Participation rate | 57.3% | 65.2%-7.9pp | 80.3%-23.1pp | 69.8%-12.6pp |
| Annual return | -17.09% | -11.14%-6.0pp | -0.04%-17.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $6 | $2,361-99.7% | $4,951-99.9% | $2,544-99.8% |
| Participant deferral / active EE | $1,142 | $2,919-60.9% | $5,637-79.7% | $4,237-73.0% |
| Admin fee / account holder | $64 | $502-87.2% | $14,673-99.6% | $593-89.2% |