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 LIFE INSURANCE COMP Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $1,965 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $50,637-100.0% | $86,590-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 67.9%-67.9pp | 73.5%-73.5pp | 69.5%-69.5pp |
| Annual return | 11.39% | 20.80%-9.4pp | 964.84%-953.4pp | 28.90%-17.5pp |
| Employer contribution / active EE | $940 | $2,075-54.7% | $2,839-66.9% | $2,042-54.0% |
| Participant deferral / active EE | $1,087 | $2,611-58.4% | $3,609-69.9% | $3,169-65.7% |
| Admin fee / account holder | $0 | $413-100.0% | $4,906-100.0% | $479-100.0% |