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 |
|---|---|---|
Service code 12 · EIN 48-1205033 | Claims processing; Recordkeeping fees... | $21,959 |
Filed as: AXA ADVISORS, LLC Service code 27 1000 WOODBURY RD., STE 300 · WOODBURY, NY 117972530 | Advisory (Plan) | $19,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $110,662 | $66,302+66.9% | $110,238+0.4% | $56,287+96.6% |
| Participation rate | 91.9% | 74.9%+17.0pp | 79.8%+12.1pp | 69.9%+22.0pp |
| Annual return | -6.34% | -1.18%-5.2pp | 314.74%-321.1pp | -9.96%+3.6pp |
| Employer contribution / active EE | $3,619 | $2,047+76.8% | $3,826-5.4% | $2,111+71.4% |
| Participant deferral / active EE | $7,773 | $3,381+129.9% | $4,672+66.4% | $3,350+132.1% |
| Admin fee / account holder | $328 | $698-53.0% | $8,547-96.2% | $521-37.0% |