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 |
|---|---|---|
Filed as: AXA EQUITABL;E LIFE INSURANCE CO Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
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 | $46,017 | $49,227-6.5% | $70,449-34.7% | $79,858-42.4% |
| Participation rate | 42.9% | 69.2%-26.3pp | 75.1%-32.2pp | 69.6%-26.8pp |
| Annual return | 17.36% | 30.06%-12.7pp | 109.03%-91.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $831 | $2,099-60.4% | $2,737-69.6% | $2,471-66.4% |
| Participant deferral / active EE | $936 | $2,768-66.2% | $3,709-74.7% | $3,740-75.0% |
| Admin fee / account holder | $17 | $2,878-99.4% | $3,845-99.5% | $5,306-99.7% |