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 |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 15 · EIN 13-5570651 | Recordkeeping | $23,062 |
Annual investment return 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).
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 | $19,483 | $54,320-64.1% | $67,652-71.2% | $52,331-62.8% |
| Participation rate | 96.4% | 73.6%+22.8pp | 75.7%+20.8pp | 68.1%+28.3pp |
| Annual return | -2.17% | 6.81%-9.0pp | 6625.04%-6627.2pp | 4.54%-6.7pp |
| Employer contribution / active EE | $1,972 | $1,544+27.7% | $2,266-13.0% | $1,882+4.8% |
| Participant deferral / active EE | $2,926 | $2,950-0.8% | $3,560-17.8% | $3,022-3.2% |
| Admin fee / account holder | $137 | $527-73.9% | $4,821-97.2% | $592-76.8% |