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 |
|---|---|---|
Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $50,084 |
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 | $66,821 | $47,722+40.0% | $82,719-19.2% | $64,808+3.1% |
| Participation rate | 55.3% | 67.6%-12.3pp | 72.6%-17.2pp | 71.5%-16.1pp |
| Annual return | 61.85% | -13.05%+74.9pp | 701.18%-639.3pp | 32.82%+29.0pp |
| Employer contribution / active EE | $612 | $2,179-71.9% | $3,009-79.7% | $2,506-75.6% |
| Participant deferral / active EE | $4,784 | $3,329+43.7% | $4,395+8.9% | $4,310+11.0% |
| Admin fee / account holder | $281 | $143+96.8% | $5,329-94.7% | $188+49.8% |