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 CO8+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,908 | $54,229-11.7% | $70,092-31.7% | $68,494-30.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -5.92% | -13.87%+7.9pp | 190.73%-196.7pp | -7.84%+1.9pp |
| Employer contribution / active EE | $1,494 | $2,018-26.0% | $2,559-41.6% | $2,596-42.5% |
| Participant deferral / active EE | $2,110 | $2,956-28.6% | $3,849-45.2% | $4,027-47.6% |
| Admin fee / account holder | $72 | $4,694-98.5% | $6,267-98.8% | $5,403-98.7% |