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 CO3+ years Service code 15 · EIN 13-5570651 | Recordkeeping | $30,861 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,129 | $64,909-56.7% | $82,313-65.8% | $62,292-54.8% |
| Participation rate | 95.5% | 74.9%+20.6pp | 76.9%+18.6pp | 69.5%+26.0pp |
| Annual return | 18.03% | 21.18%-3.2pp | 25.88%-7.8pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,290 | $1,676-23.0% | $2,428-46.9% | $2,042-36.8% |
| Participant deferral / active EE | $3,074 | $3,103-0.9% | $3,706-17.1% | $3,169-3.0% |
| Admin fee / account holder | $167 | $440-62.1% | $5,608-97.0% | $479-65.2% |