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 CO3+ years Service code 28 · EIN 13-5570651 | Investment Management | $1,936 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,188 | $55,453-56.4% | $170,442-85.8% | $62,292-61.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 3.75% | 21.38%-17.6pp | 205.93%-202.2pp | 28.90%-25.1pp |
| Employer contribution / active EE | $744 | $2,164-65.6% | $5,433-86.3% | $2,042-63.6% |
| Participant deferral / active EE | $1,415 | $2,303-38.5% | $4,939-71.3% | $3,169-55.3% |
| Admin fee / account holder | $130 | $455-71.3% | $13,880-99.1% | $479-72.8% |