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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 CO5+ years Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $35,209 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,068 |
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 | $75,081 | $91,190-17.7% | $178,490-57.9% | $79,858-6.0% |
| Participation rate | 73.4% | 69.2%+4.2pp | 81.9%-8.5pp | 69.6%+3.8pp |
| Annual return | 1.39% | 24.19%-22.8pp | 151.07%-149.7pp | 31.71%-30.3pp |
| Employer contribution / active EE | $1,638 | $3,256-49.7% | $5,011-67.3% | $2,471-33.7% |
| Participant deferral / active EE | $2,755 | $3,236-14.9% | $5,202-47.0% | $3,740-26.3% |
| Admin fee / account holder | $388 | $6,751-94.3% | $13,984-97.2% | $5,306-92.7% |