See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 8235 FORSYTH, STE 800 · CLAYTON, MO 631051640 | Recordkeeping | $3,045 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,651 | $26,805-45.3% | $59,496-75.4% | $52,331-72.0% |
| Participation rate | 61.5% | 39.3%+22.2pp | 54.6%+6.9pp | 68.1%-6.6pp |
| Annual return | -1.58% | 2.61%-4.2pp | 182.05%-183.6pp | 4.54%-6.1pp |
| Employer contribution / active EE | $701 | $450+55.7% | $1,153-39.2% | $1,882-62.8% |
| Participant deferral / active EE | $1,038 | $916+13.2% | $1,829-43.3% | $3,022-65.7% |
| Admin fee / account holder | $23 | $305-92.4% | $2,232-99.0% | $592-96.1% |