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 CO2+ years Service code 15 · EIN 13-5570651 | Recordkeeping | $51,062 |
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 | $66,096 | $75,183-12.1% | $123,892-46.7% | $55,167+19.8% |
| Participation rate | 86.1% | 72.8%+13.3pp | 81.4%+4.7pp | 69.0%+17.1pp |
| Annual return | 10.15% | 19.01%-8.9pp | 47.52%-37.4pp | 169.23%-159.1pp |
| Employer contribution / active EE | $4,294 | $2,823+52.1% | $4,617-7.0% | $1,963+118.8% |
| Participant deferral / active EE | $9,820 | $5,084+93.1% | $5,984+64.1% | $3,054+221.5% |
| Admin fee / account holder | $179 | $663-73.0% | $8,357-97.9% | $504-64.4% |