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 Service code 15 · EIN 13-5570651 PO BOX 1047 · CHARLOTTE, NC 28201 | Recordkeeping | $10,858 |
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 | $32,739 | $57,108-42.7% | $94,224-65.3% | $52,331-37.4% |
| Participation rate | 74.1% | 72.9%+1.1pp | 78.8%-4.7pp | 68.1%+5.9pp |
| Annual return | -1.13% | 1.47%-2.6pp | 10.68%-11.8pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,320 | $1,735-23.9% | $3,587-63.2% | $1,882-29.8% |
| Participant deferral / active EE | $3,033 | $3,040-0.2% | $4,320-29.8% | $3,022+0.3% |
| Admin fee / account holder | $74 | $546-86.4% | $6,269-98.8% | $592-87.4% |