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 |
|---|---|---|
Filed as: AXA EQUITABLE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $39,520 |
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 | $57,547 | $59,535-3.3% | $90,160-36.2% | $62,292-7.6% |
| Participation rate | 95.7% | 73.0%+22.6pp | 76.9%+18.8pp | 69.5%+26.1pp |
| Annual return | 18.59% | 23.53%-4.9pp | 34.88%-16.3pp | 28.90%-10.3pp |
| Employer contribution / active EE | $2,436 | $1,826+33.4% | $3,318-26.6% | $2,042+19.3% |
| Participant deferral / active EE | $7,315 | $4,639+57.7% | $5,288+38.3% | $3,169+130.8% |
| Admin fee / account holder | $212 | $337-36.9% | $5,943-96.4% | $479-55.7% |