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 LFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $32,185 |
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 | $35,453 | $42,548-16.7% | $74,550-52.4% | $56,287-37.0% |
| Participation rate | 74.4% | 60.5%+14.0pp | 69.1%+5.3pp | 69.9%+4.6pp |
| Annual return | -4.09% | 12.40%-16.5pp | 32.53%-36.6pp | -9.96%+5.9pp |
| Employer contribution / active EE | $531 | $855-37.9% | $1,961-72.9% | $2,111-74.8% |
| Participant deferral / active EE | $3,009 | $2,277+32.1% | $3,108-3.2% | $3,350-10.2% |
| Admin fee / account holder | $270 | $467-42.1% | $5,060-94.7% | $521-48.1% |