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 Service code 15 · EIN 13-5570651 | Recordkeeping | $8,543 |
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 | $27,525 | $70,002-60.7% | $115,037-76.1% | $52,331-47.4% |
| Participation rate | 85.1% | 72.1%+13.0pp | 81.4%+3.7pp | 68.1%+17.0pp |
| Annual return | 0.58% | 4.04%-3.5pp | 26.14%-25.6pp | 4.54%-4.0pp |
| Employer contribution / active EE | $586 | $2,715-78.4% | $4,608-87.3% | $1,882-68.9% |
| Participant deferral / active EE | $2,226 | $4,920-54.8% | $6,026-63.1% | $3,022-26.4% |
| Admin fee / account holder | $64 | $566-88.7% | $8,175-99.2% | $592-89.2% |