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 EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $7,869 |
1ST GLOBAL CAPITAL CORP3+ years Filed as: 1ST GLOBAL CAPITAL CORPORATION Service code 15 · EIN 75-2430698 PO BOX 743248 · DALLAS, TX 75374 | Recordkeeping | $0 |
EDBERG & PERRY INC3+ years Filed as: EDBERG & PERRY, INC. Service code 15 · EIN 86-0738258 2155 W PINNACLE PEAK RD SUITE 120 · PHOENIX, AZ 85027 | Recordkeeping | $0 |
NATIONWIDE3+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,309 | $58,726-67.1% | $92,233-79.1% | $62,292-69.0% |
| Participation rate | 95.3% | 68.3%+27.0pp | 76.5%+18.8pp | 69.5%+25.8pp |
| Annual return | 168.40% | 43.62%+124.8pp | 176.28%-7.9pp | 28.90%+139.5pp |
| Employer contribution / active EE | $303 | $2,392-87.3% | $3,679-91.8% | $2,042-85.2% |
| Participant deferral / active EE | $1,353 | $2,766-51.1% | $3,897-65.3% | $3,169-57.3% |
| Admin fee / account holder | $28 | $556-95.0% | $5,194-99.5% | $479-94.2% |