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 CO1+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $3,672 |
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 | $23,983 | $46,360-48.3% | $147,614-83.8% | $52,331-54.2% |
| Participation rate | 98.7% | 64.9%+33.8pp | 84.6%+14.1pp | 68.1%+30.6pp |
| Annual return | 1.30% | 1.62%-0.3pp | 61.98%-60.7pp | 4.54%-3.2pp |
| Employer contribution / active EE | $735 | $2,126-65.4% | $5,564-86.8% | $1,882-60.9% |
| Participant deferral / active EE | $1,301 | $2,258-42.4% | $4,895-73.4% | $3,022-56.9% |
| Admin fee / account holder | $120 | $766-84.4% | $11,611-99.0% | $592-79.8% |