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 Service code 15 · EIN 13-5570651 | Recordkeeping | $15,189 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $180 |
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 | $53,422 | $86,332-38.1% | $125,175-57.3% | $65,185-18.0% |
| Participation rate | 77.1% | 75.3%+1.8pp | 79.8%-2.7pp | 70.2%+6.9pp |
| Annual return | 19.04% | 27.43%-8.4pp | 43.79%-24.7pp | 29.38%-10.3pp |
| Employer contribution / active EE | $1,908 | $2,040-6.5% | $3,865-50.6% | $2,177-12.3% |
| Participant deferral / active EE | $2,507 | $3,537-29.1% | $4,937-49.2% | $3,514-28.7% |
| Admin fee / account holder | $156 | $609-74.3% | $9,702-98.4% | $847-81.5% |