See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO10+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $1,873 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,363 | $50,982-28.7% | $154,803-76.5% | $85,563-57.5% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 8.17% | 30.35%-22.2pp | 58.88%-50.7pp | 31.51%-23.3pp |
| Employer contribution / active EE | $1,602 | $1,708-6.2% | $4,305-62.8% | $2,654-39.6% |
| Participant deferral / active EE | $1,282 | $2,474-48.2% | $5,540-76.9% | $4,375-70.7% |
| Admin fee / account holder | $6 | $846-99.2% | $14,329-100.0% | $834-99.2% |