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 CO5+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $21,537 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,786 | $38,365-51.0% | $84,611-77.8% | $65,185-71.2% |
| Participation rate | 46.7% | 55.7%-8.9pp | 68.2%-21.5pp | 70.2%-23.5pp |
| Annual return | 22.09% | 32.00%-9.9pp | 258.74%-236.6pp | 29.38%-7.3pp |
| Employer contribution / active EE | $989 | $1,258-21.4% | $2,652-62.7% | $2,177-54.6% |
| Participant deferral / active EE | $1,526 | $2,278-33.0% | $3,899-60.8% | $3,514-56.6% |
| Admin fee / account holder | $132 | $451-70.8% | $4,912-97.3% | $847-84.5% |