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 CO6+ years Filed as: AXA ADVISORS, LLC Service code 27 100 MADISON ST · SYRACUSE, NY 13202 | Advisory (Plan) | $20,671 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,457 |
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 | $43,100 | $35,986+19.8% | $77,482-44.4% | $73,488-41.4% |
| Participation rate | 72.6% | 40.8%+31.8pp | 54.2%+18.4pp | 70.7%+1.9pp |
| Annual return | 12.65% | 19.26%-6.6pp | 54.79%-42.1pp | 28.51%-15.9pp |
| Employer contribution / active EE | $377 | $557-32.4% | $986-61.8% | $2,270-83.4% |
| Participant deferral / active EE | $2,374 | $1,198+98.2% | $1,861+27.5% | $3,740-36.5% |
| Admin fee / account holder | $0 | $466-100.0% | $2,858-100.0% | $513-100.0% |