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 | $32,335 |
AXA EQUITABLE LIFE INSURANCE CO6+ years Filed as: AXA Service code 15 · EIN 13-5570651 | Recordkeeping | $1,220 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,026 | $47,126-66.0% | $149,673-89.3% | $74,419-78.5% |
| Participation rate | 67.6% | 63.4%+4.2pp | 78.8%-11.1pp | 70.7%-3.1pp |
| Annual return | 17.56% | 22.75%-5.2pp | 134.42%-116.9pp | 34.38%-16.8pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,586 | $2,728-5.2% | $5,680-54.5% | $4,528-42.9% |
| Admin fee / account holder | $39 | $343-88.7% | $13,210-99.7% | $348-88.8% |