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 | $11,846 |
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 | $18,306 | $43,327-57.7% | $59,878-69.4% | $64,186-71.5% |
| Participation rate | 84.1% | 69.2%+14.9pp | 74.7%+9.4pp | 69.6%+14.5pp |
| Annual return | 7.85% | -1.55%+9.4pp | 3.46%+4.4pp | 7.63%+0.2pp |
| Employer contribution / active EE | $2,308 | $2,028+13.8% | $2,722-15.2% | $2,381-3.0% |
| Participant deferral / active EE | $3,236 | $2,546+27.1% | $3,402-4.9% | $3,470-6.7% |
| Admin fee / account holder | $130 | $3,005-95.7% | $3,590-96.4% | $4,888-97.3% |