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 7-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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,586 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA Service code 15 · EIN 13-5570651 | Recordkeeping | $2,441 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,591 | $62,928-83.2% | $172,739-93.9% | $67,579-84.3% |
| Participation rate | 66.0% | 64.5%+1.5pp | 82.6%-16.7pp | 71.3%-5.3pp |
| Annual return | 20.37% | 30.36%-10.0pp | 802.84%-782.5pp | 378.56%-358.2pp |
| Employer contribution / active EE | $6 | $1,636-99.7% | $5,143-99.9% | $2,148-99.7% |
| Participant deferral / active EE | $1,469 | $2,145-31.5% | $5,198-71.7% | $3,539-58.5% |
| Admin fee / account holder | $31 | $167-81.4% | $13,954-99.8% | $142-78.3% |