See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO10+ years Filed as: AXA ADVISORS, LLC Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $24,709 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,726 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,953 | $29,548+79.2% | $56,411-6.1% | $77,643-31.8% |
| Participation rate | 69.7% | 32.7%+37.0pp | 52.5%+17.2pp | 70.6%-0.9pp |
| Annual return | 13.30% | 19.01%-5.7pp | 1701.33%-1688.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $457 | $568-19.5% | $1,039-56.0% | $2,726-83.2% |
| Participant deferral / active EE | $2,705 | $1,061+155.0% | $1,952+38.6% | $4,647-41.8% |
| Admin fee / account holder | $0 | $1,046-100.0% | $2,829-100.0% | $430-100.0% |