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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.
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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $34,103 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,897 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,273 | $84,233-1.1% | $170,442-51.1% | $70,131+18.7% |
| Participation rate | 89.1% | 70.8%+18.2pp | 83.6%+5.5pp | 69.5%+19.5pp |
| Annual return | 10.91% | 23.06%-12.2pp | 205.93%-195.0pp | 73.14%-62.2pp |
| Employer contribution / active EE | $1,939 | $3,387-42.8% | $5,433-64.3% | $2,342-17.2% |
| Participant deferral / active EE | $3,242 | $3,086+5.0% | $4,939-34.4% | $3,332-2.7% |
| Admin fee / account holder | $422 | $5,698-92.6% | $13,880-97.0% | $4,645-90.9% |