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 INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $7,953 |
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 | $7,869 | $47,057-83.3% | $87,507-91.0% | - |
| Participation rate | 78.8% | 64.0%+14.7pp | 73.8%+4.9pp | - |
| Annual return | 6.59% | 3.77%+2.8pp | 12.21%-5.6pp | - |
| Employer contribution / active EE | $0 | $995-100.0% | $2,550-100.0% | - |
| Participant deferral / active EE | $2,213 | $1,699+30.2% | $3,149-29.7% | - |
| Admin fee / account holder | $65 | $11,018-99.4% | $4,221-98.5% | - |