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 9-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 CO3+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,019 | $90,600-91.1% | $79,464-89.9% | $135,375-94.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -17.92% | 977.43%-995.4pp | 718.14%-736.1pp | 519.73%-537.7pp |
| Employer contribution / active EE | $6,042 | $3,068+96.9% | $2,800+115.8% | $4,779+26.4% |
| Participant deferral / active EE | $6,042 | $4,050+49.2% | $3,704+63.1% | $5,609+7.7% |
| Admin fee / account holder | $30 | $5,907-99.5% | $5,113-99.4% | $10,827-99.7% |