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 CO2+ years Filed as: AXA EQUITABLE LIFE NSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $41,898 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,478 | $62,581-97.6% | $124,672-98.8% | $86,799-98.3% |
| Participation rate | 88.9% | 56.9%+32.1pp | 74.6%+14.3pp | 72.3%+16.6pp |
| Annual return | 10.36% | 26.67%-16.3pp | 5142.93%-5132.6pp | 97.91%-87.5pp |
| Employer contribution / active EE | $791 | $1,604-50.7% | $3,324-76.2% | $2,405-67.1% |
| Participant deferral / active EE | $0 | $2,725-100.0% | $4,614-100.0% | $4,131-100.0% |
| Admin fee / account holder | $71 | $170-58.2% | $7,493-99.1% | $170-58.2% |