See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITALBE LIFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $1,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,846 | $63,346-59.2% | $92,233-72.0% | $70,131-63.1% |
| Participation rate | 62.9% | 68.7%-5.8pp | 76.5%-13.6pp | 69.5%-6.6pp |
| Annual return | 11.97% | 530.12%-518.2pp | 176.28%-164.3pp | 73.14%-61.2pp |
| Employer contribution / active EE | $705 | $2,471-71.5% | $3,679-80.8% | $2,342-69.9% |
| Participant deferral / active EE | $2,046 | $2,854-28.3% | $3,897-47.5% | $3,332-38.6% |
| Admin fee / account holder | $17 | $3,840-99.6% | $5,194-99.7% | $4,645-99.6% |