See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $65,910 |
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $58,066 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,015 | $47,126-38.4% | $149,673-80.6% | $74,419-61.0% |
| Participation rate | 81.1% | 63.4%+17.7pp | 78.8%+2.3pp | 70.7%+10.4pp |
| Annual return | 25.02% | 22.75%+2.3pp | 134.42%-109.4pp | 34.38%-9.4pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,376 | $2,728+23.7% | $5,680-40.6% | $4,528-25.5% |
| Admin fee / account holder | $226 | $343-34.0% | $13,210-98.3% | $348-35.0% |