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 CO. Service code 25 · EIN 13-5570651 100 MADISON STREET, SUITE 100 · SYRACUSE, NY 13202 | Directed Trustee | $2,748 |
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 | $102,301 | $74,552+37.2% | $62,995+62.4% | $69,631+46.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 14.05% | 15.77%-1.7pp | 87.57%-73.5pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $3,816 | $2,929+30.3% | $2,759+38.3% | $2,032+87.8% |
| Participant deferral / active EE | $3,554 | $2,974+19.5% | $3,329+6.7% | $3,224+10.2% |
| Admin fee / account holder | $3 | $59-94.6% | $3,600-99.9% | $110-97.1% |