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 | $18,634 |
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 | $44,033 | $72,404-39.2% | $110,238-60.1% | $64,186-31.4% |
| Participation rate | 97.9% | 73.3%+24.6pp | 79.8%+18.1pp | 69.6%+28.3pp |
| Annual return | -3.78% | -6.29%+2.5pp | 314.74%-318.5pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,239 | $2,282-1.9% | $3,826-41.5% | $2,381-5.9% |
| Participant deferral / active EE | $2,822 | $3,469-18.6% | $4,672-39.6% | $3,470-18.7% |
| Admin fee / account holder | $157 | $5,664-97.2% | $8,547-98.2% | $4,888-96.8% |