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 CO3+ years Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 525 WASHINGTON BLVD FL 29 · JERSEY CITY, NJ 07310 | Advisory (Plan) | $22,340 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,125 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,932 | $64,909-43.1% | $82,313-55.1% | $62,292-40.7% |
| Participation rate | 78.4% | 74.9%+3.5pp | 76.9%+1.5pp | 69.5%+8.9pp |
| Annual return | 18.01% | 21.18%-3.2pp | 25.88%-7.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,056 | $1,676-37.0% | $2,428-56.5% | $2,042-48.3% |
| Participant deferral / active EE | $2,601 | $3,103-16.2% | $3,706-29.8% | $3,169-17.9% |
| Admin fee / account holder | $141 | $440-67.8% | $5,608-97.5% | $479-70.5% |