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 CO9+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMP Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $2,441 |
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 | $33,210 | $58,264-43.0% | $86,612-61.7% | $71,457-53.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 11.90% | 21.63%-9.7pp | 591.07%-579.2pp | 28.85%-16.9pp |
| Employer contribution / active EE | $860 | $2,574-66.6% | $3,022-71.6% | $2,588-66.8% |
| Participant deferral / active EE | $1,375 | $3,436-60.0% | $4,438-69.0% | $4,289-68.0% |
| Admin fee / account holder | $34 | $1,057-96.8% | $5,614-99.4% | $1,587-97.9% |