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 | $31,075 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA Service code 15 · EIN 13-5570651 | Recordkeeping | $2,803 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,298 | $56,485-69.4% | $185,823-90.7% | $86,799-80.1% |
| Participation rate | 81.7% | 65.5%+16.2pp | 81.7%0pp | 72.3%+9.4pp |
| Annual return | 20.89% | 118.04%-97.1pp | 122.05%-101.2pp | 97.91%-77.0pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,658 | $2,553+4.1% | $5,568-52.3% | $4,131-35.7% |
| Admin fee / account holder | $37 | $150-75.2% | $16,237-99.8% | $170-78.1% |