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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,373 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA ADVISORS, LLC Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $15,916 |
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 | $26,611 | $28,416-6.4% | $73,545-63.8% | $69,631-61.8% |
| Participation rate | 73.2% | 38.3%+34.8pp | 54.9%+18.2pp | 70.7%+2.5pp |
| Annual return | 17.13% | -694.13%+711.3pp | -15.16%+32.3pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $359 | $430-16.6% | $1,219-70.5% | $2,032-82.3% |
| Participant deferral / active EE | $1,951 | $897+117.5% | $1,806+8.0% | $3,224-39.5% |
| Admin fee / account holder | $0 | $104-100.0% | $2,320-100.0% | $110-100.0% |