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 |
|---|---|---|
Filed as: AXA EQUITABLE LIFE INSURANCE Service code 15 · EIN 13-5570651 | Recordkeeping | $11,754 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,544 | $57,976-73.2% | $62,995-75.3% | $62,292-75.0% |
| Participation rate | 77.8% | 75.9%+1.8pp | 74.8%+3.0pp | 69.5%+8.3pp |
| Annual return | 13.74% | 17.54%-3.8pp | 87.57%-73.8pp | 28.90%-15.2pp |
| Employer contribution / active EE | $1,424 | $2,415-41.0% | $2,759-48.4% | $2,042-30.3% |
| Participant deferral / active EE | $1,845 | $2,956-37.6% | $3,329-44.6% | $3,169-41.8% |
| Admin fee / account holder | $111 | $276-59.8% | $3,600-96.9% | $479-76.9% |