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 | $74,851 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $73,822 |
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 | $32,978 | $50,815-35.1% | $155,509-78.8% | $77,643-57.5% |
| Participation rate | 83.2% | 63.1%+20.1pp | 78.2%+5.0pp | 70.6%+12.6pp |
| Annual return | 13.57% | 34.80%-21.2pp | 64.67%-51.1pp | 31.24%-17.7pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,778 | $2,822+33.9% | $5,626-32.9% | $4,647-18.7% |
| Admin fee / account holder | $252 | $437-42.2% | $15,912-98.4% | $430-41.4% |