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 CO6+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $23,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,292 | $43,133-53.0% | $89,391-77.3% | $73,488-72.4% |
| Participation rate | 51.5% | 55.0%-3.5pp | 68.0%-16.5pp | 70.7%-19.2pp |
| Annual return | 13.25% | 135.66%-122.4pp | 245.62%-232.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $970 | $1,438-32.5% | $2,586-62.5% | $2,270-57.3% |
| Participant deferral / active EE | $1,582 | $2,445-35.3% | $3,890-59.3% | $3,740-57.7% |
| Admin fee / account holder | $136 | $444-69.2% | $4,881-97.2% | $513-73.4% |