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 CO3+ years Filed as: AXA EQUITABLE LFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $31,126 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,279 | $51,466-31.5% | $78,778-55.2% | $62,292-43.4% |
| Participation rate | 74.4% | 59.8%+14.6pp | 69.2%+5.2pp | 69.5%+4.9pp |
| Annual return | 10.81% | 19.96%-9.1pp | 35.62%-24.8pp | 28.90%-18.1pp |
| Employer contribution / active EE | $655 | $827-20.8% | $1,986-67.0% | $2,042-67.9% |
| Participant deferral / active EE | $2,783 | $2,147+29.6% | $2,958-5.9% | $3,169-12.2% |
| Admin fee / account holder | $231 | $489-52.9% | $5,134-95.5% | $479-51.9% |