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.
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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 CO4+ years Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $34,515 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,451 |
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 | $81,648 | $85,202-4.2% | $172,739-52.7% | $72,985+11.9% |
| Participation rate | 86.5% | 70.1%+16.4pp | 82.6%+3.8pp | 69.5%+17.0pp |
| Annual return | 4.63% | 27.32%-22.7pp | 802.84%-798.2pp | 81.00%-76.4pp |
| Employer contribution / active EE | $1,983 | $3,324-40.3% | $5,143-61.4% | $2,440-18.7% |
| Participant deferral / active EE | $3,187 | $3,260-2.3% | $5,198-38.7% | $3,607-11.7% |
| Admin fee / account holder | $412 | $5,884-93.0% | $13,954-97.0% | $5,124-92.0% |