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 Service code 15 · EIN 13-5570651 | Recordkeeping | $44,988 |
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 | $60,754 | $70,002-13.2% | $115,037-47.2% | $52,331+16.1% |
| Participation rate | 85.8% | 72.1%+13.7pp | 81.4%+4.4pp | 68.1%+17.7pp |
| Annual return | -0.90% | 4.04%-4.9pp | 26.14%-27.0pp | 4.54%-5.4pp |
| Employer contribution / active EE | $3,877 | $2,715+42.8% | $4,608-15.9% | $1,882+106.1% |
| Participant deferral / active EE | $9,387 | $4,920+90.8% | $6,026+55.8% | $3,022+210.6% |
| Admin fee / account holder | $176 | $566-68.8% | $8,175-97.8% | $592-70.2% |