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 |
|---|---|---|
Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $91,939 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,519 | $65,908+29.8% | $81,812+4.5% | $77,643+10.1% |
| Participation rate | 76.1% | 65.8%+10.3pp | 72.3%+3.7pp | 70.6%+5.5pp |
| Annual return | 15.26% | 26.64%-11.4pp | 773.79%-758.5pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,220 | $2,370-48.5% | $2,912-58.1% | $2,726-55.3% |
| Participant deferral / active EE | $8,728 | $3,505+149.0% | $4,319+102.1% | $4,647+87.8% |
| Admin fee / account holder | $298 | $526-43.3% | $7,386-96.0% | $430-30.7% |