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 CO4+ years Filed as: AXA EQUITABLE INSURANCE COMPANY Service code 25 · EIN 13-5570651 | Directed Trustee | $6,279 |
Filed as: FIDELITY INVESTMENT INST OP CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $558 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $26,295 | $44,873-41.4% | $79,464-66.9% | $56,287-53.3% |
| Participation rate | 97.9% | 68.7%+29.2pp | 73.3%+24.6pp | 69.9%+28.1pp |
| Annual return | -2.65% | 0.81%-3.5pp | 718.14%-720.8pp | -9.96%+7.3pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $36 | $418-91.4% | $5,113-99.3% | $521-93.1% |