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 CO3+ years Filed as: AXA EQUITABLE LIFE NSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $44,595 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,211 | $52,122-97.7% | $104,294-98.8% | $64,808-98.1% |
| Participation rate | 76.5% | 56.0%+20.5pp | 73.3%+3.2pp | 71.5%+5.0pp |
| Annual return | -22.72% | 13.26%-36.0pp | 24.61%-47.3pp | 32.82%-55.5pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $3,372-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $4,625-100.0% | $4,310-100.0% |
| Admin fee / account holder | $88 | $155-43.0% | $7,339-98.8% | $188-53.1% |