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 COMP Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,678 | $50,820-35.7% | $155,567-79.0% | $77,671-57.9% |
| Participation rate | 75.9% | 63.1%+12.8pp | 78.2%-2.3pp | 70.6%+5.4pp |
| Annual return | 9.76% | 34.85%-25.1pp | 64.74%-55.0pp | 31.21%-21.5pp |
| Employer contribution / active EE | $2,003 | $1,993+0.5% | $4,674-57.1% | $2,726-26.5% |
| Participant deferral / active EE | $2,421 | $2,823-14.2% | $5,628-57.0% | $4,648-47.9% |
| Admin fee / account holder | $174 | $436-60.2% | $15,916-98.9% | $430-59.6% |