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 EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $37,175 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,670 | $50,637-63.1% | $86,590-78.4% | $62,292-70.0% |
| Participation rate | 99.4% | 67.9%+31.5pp | 73.5%+25.8pp | 69.5%+29.9pp |
| Annual return | 7.72% | 20.80%-13.1pp | 964.84%-957.1pp | 28.90%-21.2pp |
| Employer contribution / active EE | $1,200 | $2,075-42.2% | $2,839-57.7% | $2,042-41.2% |
| Participant deferral / active EE | $1,219 | $2,611-53.3% | $3,609-66.2% | $3,169-61.5% |
| Admin fee / account holder | $196 | $413-52.7% | $4,906-96.0% | $479-59.2% |