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 CO5+ years Filed as: AXA ADVISORS, LLC Service code 27 100 MADISON ST · SYRACUSE, NY 13202 | Advisory (Plan) | $19,130 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,202 |
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 | $37,607 | $31,679+18.7% | $74,701-49.7% | $65,185-42.3% |
| Participation rate | 71.5% | 40.4%+31.1pp | 54.5%+17.0pp | 70.2%+1.3pp |
| Annual return | 20.56% | 39.04%-18.5pp | 752.92%-732.4pp | 29.38%-8.8pp |
| Employer contribution / active EE | $366 | $566-35.3% | $1,084-66.2% | $2,177-83.2% |
| Participant deferral / active EE | $2,145 | $1,191+80.1% | $1,964+9.3% | $3,514-38.9% |
| Admin fee / account holder | $0 | $379-100.0% | $3,333-100.0% | $847-100.0% |