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.
| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 593 ROUTE 9D · GARRISON, NY 10524 | Directed Trustee | $9,496 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,194 | $55,415+3.2% | $155,509-63.2% | $74,495-23.2% |
| Participation rate | 98.4% | 61.9%+36.5pp | 78.2%+20.3pp | 67.2%+31.2pp |
| Annual return | 8.01% | 268.50%-260.5pp | 64.67%-56.7pp | 1364.94%-1356.9pp |
| Employer contribution / active EE | $738 | $2,267-67.5% | $4,672-84.2% | $2,623-71.9% |
| Participant deferral / active EE | $1,728 | $2,836-39.1% | $5,626-69.3% | $4,346-60.2% |
| Admin fee / account holder | $74 | $1,738-95.8% | $15,912-99.5% | $1,942-96.2% |