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 CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMP Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $1,268 |
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 | $0 | $45,152-100.0% | $73,843-100.0% | $59,632-100.0% |
| Participation rate | 0.0% | 64.0%-64.0pp | 73.4%-73.4pp | 68.7%-68.7pp |
| Annual return | 1.61% | 27.40%-25.8pp | 2267.84%-2266.2pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $1,053 | $1,902-44.6% | $2,787-62.2% | $2,203-52.2% |
| Participant deferral / active EE | $1,043 | $2,574-59.5% | $3,583-70.9% | $3,192-67.3% |
| Admin fee / account holder | $0 | $3,516-100.0% | $4,880-100.0% | $4,297-100.0% |