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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.
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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO9+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $8,091 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,866 | $59,101-20.7% | $77,163-39.3% | $75,163-37.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 7.46% | 26.71%-19.3pp | 37.87%-30.4pp | 160.62%-153.2pp |
| Employer contribution / active EE | $1,520 | $1,995-23.8% | $2,535-40.0% | $2,670-43.1% |
| Participant deferral / active EE | $2,133 | $2,999-28.9% | $3,833-44.4% | $4,125-48.3% |
| Admin fee / account holder | $90 | $4,774-98.1% | $5,472-98.3% | $5,651-98.4% |