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 | $45,576 |
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 | $32,547 | $40,385-19.4% | $80,569-59.6% | $74,419-56.3% |
| Participation rate | 59.3% | 47.4%+11.9pp | 67.0%-7.7pp | 70.7%-11.4pp |
| Annual return | 21.57% | 164.85%-143.3pp | 935.43%-913.9pp | 34.38%-12.8pp |
| Employer contribution / active EE | $3,700 | $1,496+147.3% | $2,723+35.9% | $2,637+40.3% |
| Participant deferral / active EE | $1,844 | $2,674-31.1% | $4,447-58.5% | $4,528-59.3% |
| Admin fee / account holder | $190 | $720-73.6% | $5,377-96.5% | $348-45.4% |