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 9-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 |
|---|---|---|
Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $17,155 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
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 | $61,960 | $76,000-18.5% | $154,107-59.8% | $64,186-3.5% |
| Participation rate | 97.7% | 70.4%+27.3pp | 83.0%+14.7pp | 69.6%+28.2pp |
| Annual return | 2.32% | 30.32%-28.0pp | 735.12%-732.8pp | 7.63%-5.3pp |
| Employer contribution / active EE | $4,694 | $3,351+40.1% | $5,298-11.4% | $2,381+97.2% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $159 | $5,596-97.2% | $13,411-98.8% | $4,888-96.8% |