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 Filed as: AXA ADVISORS LLC Service code 27 525 WASHINGTON BLVD FL 29 · JERSEY CITY, NJ 07310 | Advisory (Plan) | $46,538 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,806 |
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 | $94,291 | $72,770+29.6% | $67,652+39.4% | $55,191+70.8% |
| Participation rate | 76.8% | 78.8%-2.0pp | 75.7%+1.1pp | 69.2%+7.6pp |
| Annual return | -0.45% | -3.26%+2.8pp | 6625.04%-6625.5pp | 10.78%-11.2pp |
| Employer contribution / active EE | $1,169 | $1,769-33.9% | $2,266-48.4% | $1,899-38.4% |
| Participant deferral / active EE | $4,965 | $3,408+45.7% | $3,560+39.5% | $3,046+63.0% |
| Admin fee / account holder | $240 | $79+204.1% | $4,821-95.0% | $91+164.0% |