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 | $70,596 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,656 | $52,208+48.7% | $86,612-10.3% | $74,419+4.3% |
| Participation rate | 76.5% | 66.3%+10.1pp | 71.7%+4.8pp | 70.7%+5.7pp |
| Annual return | 84.35% | 44.46%+39.9pp | 591.07%-506.7pp | 34.38%+50.0pp |
| Employer contribution / active EE | $1,071 | $2,282-53.1% | $3,022-64.6% | $2,637-59.4% |
| Participant deferral / active EE | $8,093 | $3,383+139.2% | $4,438+82.4% | $4,528+78.7% |
| Admin fee / account holder | $235 | $319-26.3% | $5,614-95.8% | $348-32.4% |