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 | $45,013 |
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 | $56,578 | $61,214-7.6% | $83,333-32.1% | $56,287+0.5% |
| Participation rate | 94.8% | 72.6%+22.2pp | 77.8%+17.0pp | 69.9%+24.9pp |
| Annual return | -5.71% | 0.42%-6.1pp | 10.63%-16.3pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,925 | $1,925+51.9% | $3,379-13.4% | $2,111+38.5% |
| Participant deferral / active EE | $8,519 | $5,091+67.3% | $5,565+53.1% | $3,350+154.3% |
| Admin fee / account holder | $232 | $512-54.6% | $7,510-96.9% | $521-55.5% |