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 CO3+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $2,373 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,702 | $44,989-71.8% | $170,442-92.5% | $77,958-83.7% |
| Participation rate | 13.3% | 64.6%-51.3pp | 83.6%-70.3pp | 71.6%-58.4pp |
| Annual return | 16.13% | 19.61%-3.5pp | 205.93%-189.8pp | 20.87%-4.7pp |
| Employer contribution / active EE | $183 | $1,466-87.5% | $5,433-96.6% | $2,310-92.1% |
| Participant deferral / active EE | $133 | $2,208-94.0% | $4,939-97.3% | $3,537-96.2% |
| Admin fee / account holder | $28 | $69-58.8% | $13,880-99.8% | $97-70.8% |