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 10-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 COMPAN Service code 37 · EIN 13-5570651 | Loan Processing | $64 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,344 | $198,466-78.7% | $170,442-75.2% | $147,584-71.3% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 15.88% | 257.29%-241.4pp | 205.93%-190.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,573 | $6,184-74.6% | $5,433-71.0% | $4,876-67.7% |
| Participant deferral / active EE | $4,243 | $5,629-24.6% | $4,939-14.1% | $5,439-22.0% |
| Admin fee / account holder | $1,001 | $16,852-94.1% | $13,880-92.8% | $10,885-90.8% |