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 Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $6,147 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,067 | $31,109-22.6% | $67,711-64.5% | $52,331-54.0% |
| Participation rate | 14.9% | 54.0%-39.0pp | 67.5%-52.6pp | 68.1%-53.2pp |
| Annual return | -1.82% | 23.70%-25.5pp | 25.41%-27.2pp | 4.54%-6.4pp |
| Employer contribution / active EE | $286 | $1,076-73.4% | $2,559-88.8% | $1,882-84.8% |
| Participant deferral / active EE | $620 | $1,970-68.5% | $3,585-82.7% | $3,022-79.5% |
| Admin fee / account holder | $220 | $466-52.9% | $4,255-94.8% | $592-62.9% |