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 CO9+ years Filed as: AXA ADVISORS, LLC Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $21,040 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,211 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,549 | $27,839+49.2% | $58,482-29.0% | $71,457-41.9% |
| Participation rate | 82.6% | 34.5%+48.0pp | 50.9%+31.7pp | 67.9%+14.7pp |
| Annual return | 16.48% | 26.81%-10.3pp | 4239.32%-4222.8pp | 28.85%-12.4pp |
| Employer contribution / active EE | $427 | $631-32.3% | $1,053-59.5% | $2,588-83.5% |
| Participant deferral / active EE | $2,284 | $1,206+89.3% | $1,924+18.7% | $4,289-46.7% |
| Admin fee / account holder | $0 | $1,641-100.0% | $2,516-100.0% | $1,587-100.0% |