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 CO3+ years Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $34,918 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,552 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,455 | $76,000+1.9% | $154,107-49.7% | $64,186+20.7% |
| Participation rate | 93.0% | 70.4%+22.5pp | 83.0%+9.9pp | 69.6%+23.4pp |
| Annual return | 7.10% | 30.32%-23.2pp | 735.12%-728.0pp | 7.63%-0.5pp |
| Employer contribution / active EE | $1,998 | $3,351-40.4% | $5,298-62.3% | $2,381-16.1% |
| Participant deferral / active EE | $3,384 | $3,175+6.6% | $5,081-33.4% | $3,470-2.5% |
| Admin fee / account holder | $406 | $5,596-92.7% | $13,411-97.0% | $4,888-91.7% |