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 CO10+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMP Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $1,141 |
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 | $56,410 | $58,208-3.1% | $81,812-31.0% | $80,856-30.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 10.21% | 41.66%-31.4pp | 773.79%-763.6pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,482 | $2,340-36.7% | $2,912-49.1% | $2,755-46.2% |
| Participant deferral / active EE | $2,317 | $3,281-29.4% | $4,319-46.3% | $4,296-46.1% |
| Admin fee / account holder | $51 | $4,981-99.0% | $7,386-99.3% | $6,918-99.3% |