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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,004 |
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $36 |
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 | $18,194 | $52,953-65.6% | $172,739-89.5% | $65,185-72.1% |
| Participation rate | 96.2% | 66.2%+30.0pp | 82.6%+13.5pp | 70.2%+26.0pp |
| Annual return | 19.37% | 30.12%-10.8pp | 802.84%-783.5pp | 29.38%-10.0pp |
| Employer contribution / active EE | $1,284 | $2,190-41.4% | $5,143-75.0% | $2,177-41.0% |
| Participant deferral / active EE | $2,051 | $2,471-17.0% | $5,198-60.5% | $3,514-41.6% |
| Admin fee / account holder | $5 | $472-99.0% | $13,954-100.0% | $847-99.4% |