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 CO7+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMP Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $1,265 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,048 | $63,745-35.6% | $98,442-58.3% | $79,386-48.3% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 11.25% | 625.80%-614.5pp | 1492.73%-1481.5pp | 116.85%-105.6pp |
| Employer contribution / active EE | $911 | $2,557-64.4% | $2,960-69.2% | $2,427-62.5% |
| Participant deferral / active EE | $1,250 | $3,303-62.1% | $4,276-70.8% | $4,046-69.1% |
| Admin fee / account holder | $26 | $516-95.0% | $5,949-99.6% | $626-95.9% |