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 CO1+ years Filed as: AXA EQUITABLE LIFE INS COMPANY Service code 25 · EIN 13-5570651 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $860 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,056 | $37,117-81.0% | $147,614-95.2% | $55,191-87.2% |
| Participation rate | 81.7% | 63.6%+18.1pp | 84.6%-2.9pp | 69.2%+12.5pp |
| Annual return | -0.27% | 3.44%-3.7pp | 61.98%-62.3pp | 10.78%-11.1pp |
| Employer contribution / active EE | $274 | $1,620-83.1% | $5,564-95.1% | $1,899-85.5% |
| Participant deferral / active EE | $342 | $1,985-82.8% | $4,895-93.0% | $3,046-88.8% |
| Admin fee / account holder | $27 | $86-68.2% | $11,611-99.8% | $91-70.0% |