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 9-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 Service code 15 · EIN 13-5570651 | Recordkeeping | $4,641 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,738 | $39,245-42.1% | $64,105-64.5% | $52,331-56.5% |
| Participation rate | 85.1% | 58.2%+26.8pp | 68.2%+16.9pp | 68.1%+17.0pp |
| Annual return | 0.07% | 14.79%-14.7pp | 791.24%-791.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $364 | $736-50.6% | $1,820-80.0% | $1,882-80.7% |
| Participant deferral / active EE | $730 | $1,992-63.3% | $2,822-74.1% | $3,022-75.8% |
| Admin fee / account holder | $38 | $592-93.6% | $4,499-99.2% | $592-93.6% |