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 |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $2,502 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,003 | $37,117-65.0% | $147,614-91.2% | $55,191-76.4% |
| Participation rate | 37.9% | 63.6%-25.7pp | 84.6%-46.7pp | 69.2%-31.2pp |
| Annual return | -0.24% | 3.44%-3.7pp | 61.98%-62.2pp | 10.78%-11.0pp |
| Employer contribution / active EE | $623 | $1,620-61.5% | $5,564-88.8% | $1,899-67.2% |
| Participant deferral / active EE | $146 | $1,985-92.7% | $4,895-97.0% | $3,046-95.2% |
| Admin fee / account holder | $26 | $86-69.2% | $11,611-99.8% | $91-71.0% |