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 | $58,099 |
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 | $36,625 | $45,031-18.7% | $84,966-56.9% | $77,643-52.8% |
| Participation rate | 65.9% | 48.7%+17.3pp | 67.5%-1.6pp | 70.6%-4.6pp |
| Annual return | 13.43% | 79.22%-65.8pp | 66.38%-53.0pp | 31.24%-17.8pp |
| Employer contribution / active EE | $3,574 | $1,609+122.1% | $2,727+31.1% | $2,726+31.1% |
| Participant deferral / active EE | $2,295 | $2,807-18.3% | $4,519-49.2% | $4,647-50.6% |
| Admin fee / account holder | $209 | $912-77.1% | $6,149-96.6% | $430-51.5% |