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 CO8+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $19,111 |
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 | $22,623 | $37,393-39.5% | $77,024-70.6% | $66,914-66.2% |
| Participation rate | 46.8% | 52.9%-6.1pp | 67.9%-21.1pp | 69.8%-23.0pp |
| Annual return | -18.58% | -3.29%-15.3pp | 42.32%-60.9pp | 1.58%-20.2pp |
| Employer contribution / active EE | $1,414 | $1,531-7.6% | $2,812-49.7% | $2,544-44.4% |
| Participant deferral / active EE | $2,282 | $2,617-12.8% | $4,426-48.5% | $4,237-46.1% |
| Admin fee / account holder | $121 | $567-78.6% | $5,425-97.8% | $593-79.6% |