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 | $23,015 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA Service code 15 · EIN 13-5570651 | Recordkeeping | $2,841 |
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.
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 | $16,274 | $52,293-68.9% | $178,490-90.9% | $73,409-77.8% |
| Participation rate | 64.8% | 65.3%-0.6pp | 81.9%-17.2pp | 72.2%-7.4pp |
| Annual return | 15.97% | 34.75%-18.8pp | 151.07%-135.1pp | 59.29%-43.3pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,021 | $2,332-13.3% | $5,202-61.1% | $3,805-46.9% |
| Admin fee / account holder | $37 | $127-70.6% | $13,984-99.7% | $158-76.3% |