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 LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $4,636 |
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 | $24,764 | $44,873-44.8% | $79,464-68.8% | $56,287-56.0% |
| Participation rate | 24.7% | 68.7%-44.1pp | 73.3%-48.7pp | 69.9%-45.2pp |
| Annual return | 27.85% | 0.81%+27.0pp | 718.14%-690.3pp | -9.96%+37.8pp |
| Employer contribution / active EE | $626 | $2,140-70.8% | $2,800-77.7% | $2,111-70.4% |
| Participant deferral / active EE | $1,056 | $2,746-61.5% | $3,704-71.5% | $3,350-68.5% |
| Admin fee / account holder | $91 | $418-78.3% | $5,113-98.2% | $521-82.6% |