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 |
|---|---|---|
Filed as: AXA EQUITABLE Service code 15 · EIN 13-5570651 | Recordkeeping | $13,099 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,629 | $52,670-57.0% | $90,404-75.0% | $73,409-69.2% |
| Participation rate | 32.4% | 67.7%-35.3pp | 72.7%-40.3pp | 72.2%-39.8pp |
| Annual return | 16.23% | 20.70%-4.5pp | 1293.02%-1276.8pp | 59.29%-43.1pp |
| Employer contribution / active EE | $603 | $1,872-67.8% | $3,262-81.5% | $2,234-73.0% |
| Participant deferral / active EE | $1,159 | $2,807-58.7% | $3,963-70.8% | $3,805-69.5% |
| Admin fee / account holder | $109 | $117-7.0% | $5,611-98.1% | $158-31.2% |