See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $1,350 |
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 | $146,200 | $61,660+137.1% | $80,019+82.7% | $64,186+127.8% |
| Participation rate | 91.8% | 71.7%+20.1pp | 75.8%+15.9pp | 69.6%+22.2pp |
| Annual return | -6.28% | -0.33%-5.9pp | 11.22%-17.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,531 | $1,810-15.4% | $2,468-38.0% | $2,381-35.7% |
| Participant deferral / active EE | $7,324 | $2,968+146.8% | $3,686+98.7% | $3,470+111.1% |
| Admin fee / account holder | $15 | $5,417-99.7% | $6,521-99.8% | $4,888-99.7% |