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 ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $53,349 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,323 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,864 | $56,485-43.6% | $185,823-82.9% | $86,799-63.3% |
| Participation rate | 73.5% | 65.5%+8.1pp | 81.7%-8.2pp | 72.3%+1.3pp |
| Annual return | 15.17% | 118.04%-102.9pp | 122.05%-106.9pp | 97.91%-82.7pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,819 | $2,553+10.4% | $5,568-49.4% | $4,131-31.8% |
| Admin fee / account holder | $241 | $150+60.9% | $16,237-98.5% | $170+42.0% |