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 Service code 15 · EIN 13-5570651 | Recordkeeping | $12,046 |
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 | $37,701 | $80,753-53.3% | $136,294-72.3% | $62,292-39.5% |
| Participation rate | 87.2% | 73.5%+13.6pp | 81.9%+5.2pp | 69.5%+17.6pp |
| Annual return | 19.03% | 35.83%-16.8pp | 5155.94%-5136.9pp | 28.90%-9.9pp |
| Employer contribution / active EE | $728 | $2,884-74.8% | $4,695-84.5% | $2,042-64.4% |
| Participant deferral / active EE | $2,886 | $5,164-44.1% | $6,247-53.8% | $3,169-8.9% |
| Admin fee / account holder | $91 | $525-82.6% | $9,243-99.0% | $479-81.0% |