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 6-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 NSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $30,098 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,095 | $58,101-98.1% | $118,925-99.1% | $73,409-98.5% |
| Participation rate | 87.1% | 56.1%+30.9pp | 75.4%+11.7pp | 72.2%+14.9pp |
| Annual return | 0.00% | 20.56%-20.6pp | 35.88%-35.9pp | 59.29%-59.3pp |
| Employer contribution / active EE | $1,249 | $1,445-13.6% | $3,263-61.7% | $2,234-44.1% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $4,265-100.0% | $3,805-100.0% |
| Admin fee / account holder | $54 | $138-60.6% | $6,581-99.2% | $158-65.5% |