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 |
|---|---|---|
Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $23,521 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,128 | $34,677-13.1% | $77,024-60.9% | $64,808-53.5% |
| Participation rate | 59.2% | 49.8%+9.4pp | 67.9%-8.7pp | 71.5%-12.3pp |
| Annual return | -11.55% | -5.33%-6.2pp | 42.32%-53.9pp | 32.82%-44.4pp |
| Employer contribution / active EE | $3,420 | $1,370+149.7% | $2,812+21.6% | $2,506+36.5% |
| Participant deferral / active EE | $1,945 | $2,556-23.9% | $4,426-56.1% | $4,310-54.9% |
| Admin fee / account holder | $224 | $179+25.5% | $5,425-95.9% | $188+19.3% |