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 | $47,930 |
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 | $84,152 | $66,813+26.0% | $100,516-16.3% | $73,488+14.5% |
| Participation rate | 92.5% | 77.5%+15.0pp | 79.4%+13.1pp | 70.7%+21.8pp |
| Annual return | 19.07% | 25.70%-6.6pp | 30.89%-11.8pp | 28.51%-9.4pp |
| Employer contribution / active EE | $2,929 | $2,147+36.4% | $3,418-14.3% | $2,270+29.0% |
| Participant deferral / active EE | $9,356 | $5,883+59.0% | $6,270+49.2% | $3,740+150.2% |
| Admin fee / account holder | $223 | $512-56.5% | $8,081-97.2% | $513-56.5% |