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 CO4+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $4,310 |
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 | $34,930 | $65,223-46.4% | $80,019-56.3% | $55,725-37.3% |
| Participation rate | 98.7% | 80.6%+18.1pp | 75.8%+22.9pp | 70.9%+27.8pp |
| Annual return | -5.57% | 7.59%-13.2pp | 11.22%-16.8pp | 244.93%-250.5pp |
| Employer contribution / active EE | $4,131 | $2,544+62.4% | $2,468+67.4% | $2,078+98.8% |
| Participant deferral / active EE | $3,742 | $3,881-3.6% | $3,686+1.5% | $3,356+11.5% |
| Admin fee / account holder | $11 | $114-90.5% | $6,521-99.8% | $115-90.6% |