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 CO4+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,592 | $102,966-86.8% | $90,281-84.9% | $152,861-91.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 14.95% | 95.16%-80.2pp | 78.10%-63.2pp | 345.32%-330.4pp |
| Employer contribution / active EE | $4,000 | $3,139+27.4% | $2,854+40.1% | $4,762-16.0% |
| Participant deferral / active EE | $4,750 | $4,281+10.9% | $3,885+22.3% | $5,850-18.8% |
| Admin fee / account holder | $30 | $6,171-99.5% | $5,351-99.4% | $11,596-99.7% |