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 CO4+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $47,045 |
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 | $21,443 | $44,873-52.2% | $79,464-73.0% | $56,287-61.9% |
| Participation rate | 99.4% | 68.7%+30.6pp | 73.3%+26.0pp | 69.9%+29.5pp |
| Annual return | -2.44% | 0.81%-3.2pp | 718.14%-720.6pp | -9.96%+7.5pp |
| Employer contribution / active EE | $1,613 | $2,140-24.6% | $2,800-42.4% | $2,111-23.6% |
| Participant deferral / active EE | $1,404 | $2,746-48.9% | $3,704-62.1% | $3,350-58.1% |
| Admin fee / account holder | $274 | $418-34.6% | $5,113-94.7% | $521-47.5% |